by George Kozol | Feb 6, 2020 | News
Trusts can be useful tools to protect your assets, save on estate taxes, or set aside money for a family member. But before you commit to adding a trust to your estate plan, make sure you understand the differences between revocable (also called “living”) and...
by George Kozol | Feb 6, 2020 | News
No parents want their children to fight among themselves after they are gone. Sadly, conflicts often arise, especially when a parent has gifted or loaned money to one child and not others. However, a few key words in your estate plan can minimize the potential for...
by George Kozol | Feb 6, 2020 | News
As baby boomers age, more and more millennials are becoming caregivers. Many are taking on this role while just getting started in their own lives, leading to difficult decisions about priorities. Proper planning can help them navigate this terrain. The term “sandwich...
by George Kozol | Feb 6, 2020 | News
Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill and its impact on you if you have an IRA. The Setting Every Community Up for Retirement Enhancement (SECURE) Act, part of the massive bill, makes major...
by George Kozol | Feb 6, 2020 | News
Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the spouses have the minimum support needed to continue to live in the community while their husband or wife is receiving long-term care benefits, usually in a nursing home....
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