Latest Articles

Tougher Reverse Mortgage Rules To Take Effect

Jan 30, 2015

Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out...

Top 10 Beneficiary Designation Mistakes

Jan 30, 2015

Utilizing beneficiary designation is a legitimate method or estate planning. However, failure to “...

Estate Planning for Digital Assets

Jan 30, 2015

More and more, we are conducting our business on the Internet, whether that’s online banking, shop...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

7 Things To Review During The Medicare Open Enrollment Period

Nov 16, 2014

Medicare beneficiaries will get an opportunity to make changes to their Medicare Part D coverage bet...

Even Annual Exclusion Gifts Are Counted By Medicaid

Nov 16, 2014

Many people believe that if they give away an amount equal to the annual gift tax exclusion – curr...

Year End Tax Planning Tips

Nov 16, 2014

Whether you are having a good year, rebounding from recent losses, or still struggling to get off th...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

What Is the Difference Between a 401(K) And an IRA?

Oct 10, 2014

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussi...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...