New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse
New IRS Ruling Extends Deadline to Elect Portability on Behalf of Surviving Spouse The IRS recently issued Revenue Procedure 2017-34…
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The American Health Care Act (AHCA) and its Potential Effect on Medicaid
The American Health Care Act (AHCA) and its Potential Effect on Medicaid The last few months have involved a flurry…
Standalone IRA Beneficiary Trusts for Inherited IRAs
Standalone IRA Beneficiary Trusts for Inherited IRAs It is pretty safe to say that almost everyone has heard of an…
It’s time to “put” my mom in assisted living
It’s time to “put“ my mom in assisted living This was submitted to us by a client. It’s a very…
Healthcare Documents – Nothing to Sneeze At!
Healthcare Documents – Nothing to Sneeze At! No matter what your age or health status, you ought to have healthcare…
Don’t Be an Estate Plan Procrastinator
Don’t Be an Estate Plan Procrastinator I recently read a book that I hope will help me both personally and…