Medicare Continues to Confuse and Confound

With the start of the Medicare enrollment season here, more seniors are finding themselves baffled by an array of choices.  How can you avoid making a mistake that may haunt you for the rest of your life? The launch of the new Medicare Plan Finder will be the only way to discover information about the […]

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Even Fools Know Medicare Can Be a Problem

Pre-retirement, many folks think they have only to enroll in Medicare and all will be well – including their health care budget. It would be great if it was that simple. It’s not. And not understanding how Medicare works and which plan to pick can make medical expenses a bigger part of a retirement budget […]

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Thank you Natalie Choate!

I want to thank my esteemed colleague Natalie Choate, who included the strategy I uncovered and developed in the latest edition of her book “Life and Death Planning for Retirement Benefits” (available at https://www.ataxplan.com or Amazon). Natalie is the national leader in planning for retirement benefits from qualified plans and IRA accounts; I am honored to call […]

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What Is a Trustee Responsible For?

If you have been appointed as the trustee of a trust, consider it a vote of confidence in your judgment and trustworthiness. It is also a major responsibility. A trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a “trustee,” holds legal title to […]

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How To Prepare for Death or Disability

No one wants to face the fact that our loved ones will not be with us forever. Facing our own mortality is frightening as well. Although none of us wants to contemplate a time when we or a loved one might become disabled or die, it is important to be prepared.  There are many steps […]

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FREE Health Care Proxy for College – Age Children

For the second year, our office is pleased to offer a free health care proxy for college age kids. Parents always want to do everything they can to protect their children, but once a child turns 18, they are legally adults. Because of HIPAA regulations(Health Insurance Portability and Accountability Act), parents have the same legal […]

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