Estate Planning

Is It Time to Service Your Estate Plan?

Aug 25, 2009

Like your vehicle, your estate plan needs occasional “servicing” if it is going to perform the w...

The Certified Copy Of Your Deed Swindle

Jul 22, 2009

Would you pay $60 for something you could get for as little as $1 and probably don’t need at all? ...

Uncertain Market Makes Prepaid 529 Plans More Attractive

Jun 21, 2009

With the stock market down significantly, some parents and grandparents are looking at safer ways to...

Reevaluate Insurance Needs When You Retire

Jun 21, 2009

Along with many other changes, your insurance needs change when you retire. It is a good idea to loo...

Stock Market Plunge Underscores Need For Power Of Attorney

Jun 21, 2009

For most people, the durable power of attorney is the most important estate planning instrument avai...

Medicaid Planning With A Solely For The Benefit Of Trust

Feb 14, 2009

If someone is in need of nursing home level care, and if they don’t have long term care insurance,...

Seniors Exempt From 2009 Retirement Distributions

Jan 17, 2009

Congress has passed and President Bush has signed legislation that will temporarily suspend the pena...

The Importance Of A Durable Power Of Attorney

Jan 17, 2009

A “Durable” Power of Attorney (”DPOA”) should be a part of every estate plan, regardless of ...

The Perils of Owning Assets Jointly

Nov 18, 2008

Joint ownership arises where two or more people own an undivided interest in an asset or property. W...

Open Enrollment for Medicare Part D Has Begun

Nov 18, 2008

Open enrollment for the 2009 Medicare Part D benefit period started November 15, 2008 and will end D...