Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

Caution: Your Traditional Asset Protection Plan Is Set Up to Fail

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life. In fact, you probably currently have one or more types of traditional asset protection...
Spousal Impoverishment Protections Update

Spousal Impoverishment Protections Update

Federal spousal impoverishment protections were set to lapse in March 2019. Two bills were proposed to deal with that issue. H.R. 1343 is still sitting in the House, but H.R. 3253 was enacted on August 6, 2019. H.R. 1343, or the Protecting Married Seniors from...
Funeral Planning: How a Remembrance and Services Memorandum Can Help

Funeral Planning: How a Remembrance and Services Memorandum Can Help

No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts you can do for your loved ones. More and more people are including funeral planning as part of their estate plan, sparing their...
Identity Theft -Not Just an Issue for the Living

Identity Theft -Not Just an Issue for the Living

Identity theft is the last thing a grieving family should have to worry about after the loss of a loved one. Unfortunately, identity thieves have increasingly targeted the identities of deceased people, using their names and other identifying information to get credit...