Estate Planning for a Vacation Home
Do you own a vacation home? If so, you appreciate the opportunity it provides you, your children, grandchildren and other loved ones to gather and share happy times together. But after you’re gone and the
What to Know About Medicare Annual Wellness Visits
Medicare is a federally-funded program administered by the Centers for Medicare and Medicaid Services (CMS), an agency within the U.S. Department of Health and Human Services. It pays for medical care provided to seniors, age
Digital Assets Estate Planing
It’s 10 o’ clock. Do you know where your digital assets are? And even if you do, can someone you trust access them for you if you can’t? Does your estate plan include measures that
Protect This House – Bob & Carol, Ted & Alice
Two retired married couples, long-time friends, Bob & Carol, Ted & Alice, experienced very similar health care crises. They responded differently with radically different results. Bob’s wife, Carol, sustained a massive stroke, rendering her severely
Protect Your Inherited IRA in a Trust
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA that has been inherited? Funds held in
Medicare – 2025 Cost Hikes
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board. Medicare Part B Changes for 2025
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