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Creating an Estate Plan: The Best Holiday Gift
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While any time is a great time to create an estate plan, the holiday season in particular offers a great opportunity to coordinate your desires to those who will be involved in your estate plan.
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What Happens After a Conservator is Put in Place?
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Beyond the reasons why the conservator is appointed by the court, there are important changes that occur after that you should keep in mind.
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IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023
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Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases.
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What You Should Know About Required Minimum Distributions
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Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. It is the responsibility of each retiree to take out the correct RMD from their retirement account each year.
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After a Dementia Diagnosis: Preparing for the Future
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Fortunately, receiving a diagnosis of dementia or Alzheimer's does not mean that you cannot execute legal documents or make decisions about plans for your future finances and health care.
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Getting Medicare Food Benefits
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Although original Medicare does not offer food benefits, some Medicare Advantage plans provide a grocery allowance or cover meal delivery.
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We are thankful for the year behind and enthusiastic for the year ahead! Wishing you and yours a healthy, prosperous, and happy new year!
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