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Download the 2023 Medicare and You Handbook
Looking for information about Medicare, how and when to sign up, and coverage options? Medicare…
Trusts and More and How To Avoid Probate
Probate is the term for the legal process in which a will is reviewed to…
How to Handle Inheriting an IRA
If you inherit a traditional IRA, there may be tax implications to consider. Tax rules…
Understanding Short-Term Care Insurance Plans
What Are Short-Term Care Insurance Plans? Short-term care plans fill the need for those who…
Give Your Heirs a Fair Shake
For some simple estates, all you may need to do is split your assets in…
Homeowners’ Deductions for Property Taxes on Personal Residences
Deductible levies for itemizers include their payments for income taxes, sales taxes, real estate taxes…
Home Sellers’ Profit Exclusions Aren’t One-Time Opportunities
The tax code authorizes “exclusions” that allow home sellers to completely sidestep federal and state…
How to Deal With Estate Litigation
Death is just the beginning. When a loved one passes, navigating through the probate process…
Your Executor Must Wear Many Hats
When you write a will, one of your most important decisions will be whom to…
