Cryptocurrencies and death - why planning is so important
Blockchain removes intermediaries from transactions. For the most part that’s a good thing – but it can also have unintended...
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Estate Planning Facts every small business owner needs to know
As a small business owner, running your own business or professional practice takes up most of your day. But, no matter the length of...
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Why Estate Planning truly says "I love you"
During this time of commercialism, chocolate hearts and mushy cards (eye-roll) there are actually many ways to meaningfully say “I love...
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Is a prenup a MUST for MOST Couples?
It may not be the most romantic idea, but many couples planning to marry opt for prenuptial agreements. Even couples who have found...
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Is your Kid 18 and Going Away To College? Why You Should Include Estate Planning in Preparation
This is the time of year for High school senior to be on pins and needles waiting for those letters. And as a parent, you are both proud...
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What Happens to Student Loans When You Die?
Thinking about your eventual death isn’t fun. But it’s something you need to plan for, especially if you’re one of the 44 million...
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What To Do When a Loved One Passes Away
Whether your spouse has just passed away or you have lost your mom or dad, the emotional trauma of losing a loved one often comes with a...
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Passing an IRA and avoiding the big tax
With the recent changes in the tax law, the media has been in a frenzy to tell the public that the new federal ‘death tax’ not only...
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529 money for K-12 but not in NM
The recent tax rewrite gave a big boost to tax-free college savings plans: The federal tax code now allows you to use money in 529 plans...
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A plan to care for Mom
Caregiving can be very stressful and demanding. In the case of a healthy spouse or a child living with the disabled person at home,...
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Plan for long term care before you need it
Long Term Care Planning is the process of preparing for and funding long term care. Long Term Care refers to a wide-range of medical,...
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Beware of the Kiddie tax when giving IRA to a grandchild
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing...
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Nursing Home costs rise sharply in 2017
The median cost of a private nursing home room in the United States has increased to $97,455 a year, up 5.5 percent from 2016, according...
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Six things to consider before giving gifts to Grandchildren
Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In...
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Even Annual exclusion gifts are counted by Medicaid
Many people believe that if they give away an amount equal to the annual gift tax exclusion – currently $14,000 to any one individual –...
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Medicaid Asset Transfer rules
One area that causes a lot of confusion with regard to Medicaid is the look-back period. Medicaid, unlike Medicare, is a means-based...
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Trump tax bills expands medical deductions
Included in the new tax bill, signed by President Trump on December 22, is a provision that could provide some temporary relief for...
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How much should go into your Special Needs Trust?
One of the most difficult challenges in special needs planning is figuring out how much money it is going to cost to provide for the...
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Medicare now covers end-of-life conversations
Medicare beneficiaries may now discuss options for care at the end of life with their health care providers. Beneficiaries of course were...
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Use your will to pay off your debts
The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to...
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