With senior citizens increasingly being the victims of identity fraud, with a nearly 24 percent increase in cases from 2012-2014 when 2.6 million incidents were recorded, Medicare will be issuing new … [Read more...]

Joint Tenancy (Presumption of right of survivorship. Avoids probate.) – Only Decedent’s interest receives stepped up basis. Ex. Bill and Mary purchased home for $100k. When Bill dies, the home had … [Read more...]

The simple answer is NOW! That’s right. You should do your estate plan now. While I wish there was some magical age or life event that triggers the need for an estate plan, the truth is, after age 18, … [Read more...]

You finally have time to reflect. The holiday season is done. Hopefully, while you enjoyed the holidays with your loved ones, you took a few moments to observe; not just the usual interactions of … [Read more...]