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Medicare Enrollment Starts October 15

Posted on 09/25/2016

Last week, we discussed Medicare Parts A, B, C and D. If you have Medicare, it is now the time of year to review your Medicare plans because the Medicare Annual Open Enrollment Period will soon be upon us. The …

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The Alphabet Soup of Medicare

Posted on 09/18/2016

September 15 through 21 is National Medicare Education Week. Scheduled one month before Medicare annual open enrollment starts on October 15, the education week is dedicated to helping you to better understand Medicare. If you are over the age of …

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Choose the Right Person for the Job

Posted on 09/11/2016

You are doing your estate plan. You have to choose people for certain duties. You may be tempted to name your spouse or the kids in birth order because you think that this is the fair thing to do. But …

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Canadian Taxes Different from Ours

Posted on 09/04/2016

In St. Clair County, we are just across the river from Canada. There are many Americans, including myself, who regularly cross the border into Canada for dinner, shopping or entertainment. With the American dollar usually so much stronger than the …

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No Results Yet!

Legend:

0-15 Level of risk is low.

You have done a very good job of protecting your estate.

16-30 Level of risk is moderate.

You have done a pretty good job of protecting your estate.

31-45 Level of risk in the "dangerous" area.

  • Examine areas where you are weak.
  • Seek advice from competent professionals that you trust.

46+ Level of risk is "severe".

  • Immediately begin a comprehensive examination of your estate planning needs.
  • Develop a step-by-step plan to plan for your disability and to protect your estate.
  • Seek advice from competent professionals that you trust.

Disclaimer

This website is not designed for do-it-yourselfers. The ideas presented herein are for discussion and educational purposes only. The information presented is the opinion of the authors only and DOES NOT create any attorney/client relationship and is not to be relied upon for any specific person or situation. For specific information regarding your needs, concerns, and plan, you must consult with your tax advisor, financial planner and estate planning attorney to discuss your situation and obtain advice.

You should not attempt to implement any of the techniques or ideas presented without competent advice. You would not want to do your own brain surgery, why would you want to do your own estate plan? Check with a qualified Attorney or other professional adviser before you attempt to implement these or any other estate planning techniques. It usually costs more to fix an estate planning problem than it would have cost to do it properly in the first place.

Legal and tax issues frequently change, therefore some material may be affected by changes in the laws regarding wills, trusts, taxes, and other issues, or new interpretations of the law since preparing this material. For that reason, the accuracy and completeness of information and the opinions expressed are not guaranteed. The information in this website may be reproduced, mechanically or electronically, in whole or in part so long as the firm information and copyright data are included in such reproduction.