Do you have long-term care insurance? If so, has your premium stayed the same, or increased? If you do not have long-term care insurance, have you decided against it because of the cost? Or maybe you never got around …
The Taxation of Annuities
You have put your hard earned assets in one or more annuities. Do you how your money is taxed when you take it out of the annuity? Do you know how annuity withdrawals are taxed to your beneficiaries after …
The Parts of Medicaid
Tomorrow October 15, 2018 starts the Medicare Annual Open Enrollment Period. Now is a good time to learn more about and better understand Medicare. You have been seeing a lot of Medicare advertising recently. Most all of the …
2019 Medicare Annual Enrollment Starts October 15, 2018
It’s fall and the time of year to review your Medicare coverages. The Medicare Annual Open Enrollment Period will soon be upon us. The Medicare Annual Open Enrollment Period has remained the same this year as the last several years, …
Is Your Estate Plan Like the Rich & Famous?
Aretha Franklin died last month with an estate estimated at some $80 million, and did not leave a will or trust. Although Aretha’s four sons are her heirs-at-law entitled to her assets under state law, a niece who handled finances …