Posts Categorized: Estate Planning

Are your Medicare plans still working for you? Medicare’s open enrollment period, in which you can enroll in or switch plans, runs from October 15 to December 7.

Workers in some states will soon have another option to save for retirement. Several states are establishing state-run retirement plans for workers who do not have a plan through their employer.

The Internal Revenue Service (IRS) is increasing the amount taxpayers can deduct from their 2017 taxes as a result of buying long-term care insurance.

Social Security benefits will rise only slightly in 2017. This follows no increase in benefits in 2016 and small increases for many of the previous years.

The one tax you may be able to avoid or minimize most through planning is the tax on capital gains. Here’s what you need to know to do such planning.

Saying that there has been “undue influence” is often used as a reason to contest a will or estate plan, but what does it mean?

Become familiar with the federal government’s rules regarding minimum wage and overtime protections for home health care workers.

In recent years a number of non-lawyers have started businesses offering Medicaid planning services to seniors. While using one of these services may be cheaper than hiring a lawyer, the overall costs may be far greater.

In many states, seniors have the right to decline jury duty based on their age. But the age limits and rules vary by state and by type of court, so if you are summoned for jury duty, check with the court to determine if you are exempt.