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What to Know to Understand Gift Taxes

The gift tax is a tax on the transfer of assets, cash, or property, to another without receiving something of equal value. The asset has to be of a certain value for the tax to apply; otherwise, it falls under…

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Retirement Planning is Changing

In places like France, proposals to raise the retirement age are met with street protests. Yet around the world, the retirement age is creeping up; in the United States, it is moving up from 65 to 67. In fact, 2019…

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When Medicaid Crisis Planning is Appropriate

Medicaid is available to individuals who meet certain asset requirements that help them pay for long-term care (LTC) costs that is a joint federal and state program. Long-term care often creates devastating financial impacts on Americans, particularly the elderly, and…

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It May be Time for an Estate Plan Checkup

To make sure they are still good, you should check your estate planning documents every so often. This is especially true with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property…

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