A charitable lead annuity trust (CLAT) is an estate planning tool whereby a person creates a trust that initially benefits a charitable organization, foundation, or other qualifying entity for a defined period.
Jan 31, 2023 | Elder Care
As we near retirement, we may assume that once Medicare kicks in, our medical insurance premiums...
Nov 30, 2022 | Estate Planning
The IRS announces three important increases for 2023 – Gift tax exlusions, estate tax exclusions, and the genertion-skipping transfer tax exemption.
Oct 6, 2022 | Elder Care
Medicare telehealth now includes access to expanded services including physical therapy, preventative screenings and post-surgury appointments.
Aug 2, 2022 | Estate Planning
If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you.
Jul 12, 2022 | Elder Care
As part of an effort seeking to improve the health and safety of nursing home residents nationwide, the Centers for Medicare and Medicaid Services released updated guidance for state agencies.
Jun 21, 2022 | Estate Planning
Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.
Jun 15, 2022 | Elder Care
Long-term care costs climbed again in 2021, with rates for home health aides and homemakers seeing the sharpest rises, according to Genworth’s annual Cost of Care Survey. The coronavirus pandemic continues to contribute to cost increases.