8 Estate Planning Things to Do Before You Travel
8 Estate Planning Things to Do Before You Travel My colleague and friend, Jim McVittie, of Portland, Oregon, has posted…
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Estate Planning Checkup
Estate Planning Checkup Mid-year is a good time to review your existing estate plan to ensure that it is up-to-date.…
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…
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…