Year End Gifts
If you’re like most people, you want to make sure you and your loved ones pay the least amount of tax possible. Many use year-end gift giving as a way ...
What’s Involved in Serving as an Executor?
An executor is the person designated in a Will as the individual who is responsible for performing a number of tasks necessary to wind down the decedent’s affairs. Generally, the ...
8 Estate Planning Things to Do Before You Travel
Before any trip, most of us create a “to-do list” of things we have put off and want to take care of before we leave. Here is a checklist of ...
Moving to Another State and How it Affects Estate Planning
In general, wills or living trusts that are valid in one state should be valid in all states. However, if you’ve recently moved, it’s highly recommended that you consult an ...
A Living Will or Health Care Power of Attorney? Or Do I Need Both?
Many people are confused by these two important estate planning documents. It’s important to understand the functions of each and ensure you are fully protected by incorporating both of these ...
National Estate Planning Awareness Week
MADISON, WI, October 1, 2013 PRESS RELEASE — October 21-27, 2013 is National Estate Planning Awareness Week, As proclaimed by Congress in 2008. The congressional resolution noted that “Many Americans are unaware that ...
Medicare vs. Medicaid: Similarities and Differences
With such similar sounding names, many Americans mistake Medicare and Medicaid programs for one another, or presume the programs are as similar as their names. While both are government-run programs, ...
Veteran’s Aid & Attendance Benefit: Avoid Scams and Get Trustworthy Advice
Many veterans are unaware of the Aid and Attendance benefit, a component of the Veteran’s Administration Improved Pension that was designed to provide much-needed financial help to elderly veterans and ...
Six Events Which Can Trigger Will Revisions
Creating a Will is not a one-time event. You should review your will periodically, to ensure it is up to date, and make necessary changes if your personal situation, or ...
Common Estate Planning Myths
Estate planning is a powerful tool that among other things, enables you to direct exactly how your assets will be handled upon your death or disability. A well-crafted estate plan ...