Common pitfalls in applying for Medicare.
Estate Planning applies to everyone!
There’s a cliche that says, “You can’t take it with you.” Although that’s true, you can arrange your affairs to make sure that more stays with your family and less is consumed with taxes.
As importantly, your wishes regarding your health care and even the way your assets are to be used can be controlled through trusts and various gifting strategies. Need some ideas about your will? This link can help.Want to know the two words in your will that can change how your heirs receive your assets? You’ll find the link here. Browse around and contact us if you have questions.
Share with your friends . . .It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.)debt, financial planning, national debt, video
Share with your friends . . .. . .there are usually some opportunities for tax and estate planning. Most people don’t appreciate the importance of a will, especially if they think their estate is below the level of the estate tax exemption. Even people who recognize the need for a will often don’t have one, perhaps due…Beneficiary, Estate planning, Executor, Inheritance tax
Share with your friends . . . Knowing a little Latin can save you a lot of money. In this case, a little Latin in not a short resident of Greece, but an important legal term that you may see in your will. The term per stirpes, along with its legal cousin, per capita, refers…estate, Estate planning, Inheritance, latin, Per stirpes