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Individual or Corporate? Choosing a Trustee

Choosing A Trustee

The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios.  One of the more important decisions in the process, and one that often does not get enough…

Medicare and Your HSA

Medicare And Your HSA

Age 65 is often referred to as a benchmark retirement date, yet there are a number of individuals who are reaching Medicare-eligible age 65 and still planning to work beyond this age. Many of these…

Medicare – When to Enroll?

Medicare

For individuals approaching Medicare age, it is important to know that there are two main enrollment periods to sign up for Medicare: initial enrollment (at age 65) and special enrollment. Missing these enrollment periods could…

Upstream Gifting

Upstream Gifting

With the passage of the Tax Cuts and Jobs Act, the estate and gift tax exemptions were doubled from approximately $5.6 million to $11.2 million per person. With fewer individuals facing an estate tax issue,…

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