Articles

How to Make a Graceful Exit

  When you came in to this world, you came in kicking and screaming, hopefully. You also came in with nothing, not even with any clothes on your back. Now you have a lot more stuff. How do you want …

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Estate Planning Legal Fees

You have done your estate plan. You have a will, financial and health care powers of attorney and maybe even a trust. You know how much it cost to set it up, but did you ever think about the overall …

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Caring for your Senior Self

Are you over age 60? Many studies have found a measurable slow-down in physiological systems, both physical and mental, after age 60. Studies have also shown that seniors often believe that they are doing things as well or better than …

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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 …

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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 …

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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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