Life is always changing, estate planning has to change with it. Reaching out to clients periodically is imperative to not only grow your business, but to remind them that what worked for them two years ago might not work for them today. Estate and tax laws are changing every year. The Tax Cuts and Jobs…
Make sure your clients know how to protect themselves from the latest scams. We might know what to watch for, but do many of your clients? Age and intelligence isn’t a factor. All a scam artist has to do is figure out a targets weakness. It’s not as exciting as it sounds. Here are just…
As the VA scrambles to find the estimated $5.5 billion dollars (over the next 10 years) it will take to cover the 90,000 Blue Water Veterans’ disability/pension benefits, another 170,000 Veterans look to be added as well. With the Appeal Court win for Blue Water Veterans in January, lawmakers are hoping to add Burn Pit…
In most states an elderly parent can transfer their home to an adult child who lived in the home with their parent for the two years prior to that parent entering into a nursing home. Living in the home meaning the entire 2 years, not certain days or a few weeks at a time. The…
74 million Baby Boomers will reach 65 by 2029 and could have over 30 trillion in assets to leave to their heirs, but most have no estate plan in place. There is a growing movement in order to change this. Reimagine is a non-profit that hosts a End of Life Week that asks us all to re-examine our…
The Medicaid Extenders Act of 2019 was signed into law on January 24th, 2019. This bill alters several Medicaid programs and funding mechanisms. First and foremost it revises the Money Follows the Person Re-balancing Demonstration Program. (Under this program, the Centers for Medicare & Medicaid Services must award grants to state Medicaid programs to assist states in…
