Articles

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 you …

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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 advertising is …

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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 …

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Do Your Homework Before Buying a Home

The real estate market is really hot right now. I know a number of people who have sold their home the day it was listed. In certain price ranges, it is not uncommon for sellers to get multiple offers above …

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The Title of Assets Matter with Trusts

You finally have signed your trust. But hopefully, your estate plan includes more documents and instructions than your trust. In addition to your trust, you should have, at a minimum, your financial and health care powers of attorney and your …

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