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17 09, 2021

It’s Medicare Open Enrollment Time: Is Your Plan Still Working for You?

2021-09-14T17:48:44-04:00September 17th, 2021|

Every year Medicare gives beneficiaries a window of opportunity to shop around and determine if their current Medicare plan is still the best one for them. During Medicare's Open Enrollment Period, which runs from October 15 to December 7, beneficiaries [...]

10 09, 2021

How to Use Intrafamily Loans as Part of Your Estate Plan

2021-09-10T13:31:04-04:00September 10th, 2021|

When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the [...]

3 09, 2021

Online Survey Helps Older Adults Assess Their Financial Vulnerability

2021-09-03T09:20:34-04:00September 3rd, 2021|

All older Americans are vulnerable to financial abuse, but there are certain circumstances that make someone more likely to be scammed. An online survey can help older adults (or their caregivers) assess their risk of being exploited based on how they [...]

16 08, 2021

Preserving the Family Vacation Home for Generations to Come

2021-08-16T10:52:51-04:00August 16th, 2021|

Summer is winding down and if you are one of the lucky ones, you got to spend some time at a family vacation home. How do you make sure your children and grandchildren can enjoy that second home as much [...]

13 08, 2021

New Tax Proposals Mean You Should Review Your Estate Plan

2021-08-13T13:22:48-04:00August 13th, 2021|

As we have written previously, number of tax proposals being considered in Congress that could significantly affect gifting and estate plans. There are planning strategies to help protect your estate from future tax changes, so now is a good time to [...]

9 08, 2021

6 Things to Ask Before Agreeing to Be a Trustee

2021-08-09T10:38:43-04:00August 9th, 2021|

Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts your judgment and is willing to put the welfare of the beneficiary or beneficiaries in [...]

6 08, 2021

Can a Marriage Be Annulled After One Spouse’s Death?

2021-08-06T09:03:00-04:00August 6th, 2021|

Marriage is supposed to be “until death do us part,” but after one spouse dies, is it possible for a court to declare a marriage invalid (annulled)? It can be happen, as a Nebraska widower recently learned, but only in certain [...]

3 08, 2021

Nursing Homes Grapple with Whether to Force Staff to Get Vaccinated

2021-08-03T11:57:55-04:00August 3rd, 2021|

As COVID-19 cases start to rise again due to the highly contagious Delta variant, nursing homes are considering requiring staff members to be vaccinated. Only 59 percent of nursing home staff are partially or fully vaccinated nationwide, and the percentages [...]

26 07, 2021

Using a Minority Valuation Discount to Reduce Estate Taxes

2021-07-25T11:20:08-04:00July 26th, 2021|

While the current estate tax exemption is quite high, a closely held family business may put your estate over the limit. Careful planning is necessary to lower or completely avoid the tax, and minority valuation discounts are one strategy. Families [...]