What’s the right direction for you in planning for future medical expenses? The odds are even that you’ll need long-term care (LTC) after age 65, at least for a while. Here are possible paths for covering those potential costs.
Many people who have not looked at the subject extensively assume that the process of estate planning can be boiled down to the creation of a last will. This can lead people to procrastination, because they think they can quickly create a last will when they are elders. First of all, we should point out […]
When choosing the direction to take in estate planning, it’s important to consider the impact of the proposed estate plan on income tax basis. Basis is often overlooked when estate planning strategies are considered. This article examines how common estate planning strategies impact income tax basis.
Every responsible adult should have at least a basic understanding of inheritance planning and why it is important. In this paper we will look at the foundational elements of a typical estate plan, and then go a bit further to touch on some of the more advanced inheritance planning strategies. Last Wills Estate planning is […]
The Academy’s 25th Anniversary event in Las Vegas is a sure bet. This article sets forth the various presentations Academy members will have available to them. This Spring Summit promises to be full of learning and camaraderie.