Medicaid vs. Medicare — What You Need to Know
You have probably heard of the Medicaid program; however, if you have never before needed to rely on Medicaid to... Read More
Medicaid
Joshua K. Crawford
Planning for Step-Children
If your spouse has biological children, you may consider them your own. But, if you haven’t adopted them, they have no inheritance rights. This article looks at how...... Read More
Estate Planning
The Importance of Communicating Your Plans
Each of us will die eventually. This article looks at how planning can make your passing easier for those whom you leave behind. Specifically, this article will look...... Read More
Estate Planning
How Much is Too Much?
This article looks at the question of how much is too much to leave your children. Many people have pledged... Read More
Estate Planning
The Importance of Succession Planning in a Family Business
For many Americans, owning and operating a family business is part and parcel of the American Dream. If that describes... Read More
Small Business Planning
How and When Does a Living Trust Terminate?
A living trust is one of the most common tools used in estate planning. If you are contemplating the addition... Read More
Trust Administration
Clarity is Key to Planning
Clarity is essential in an estate plan. This article examines the case of Tom Petty, what he did right and what he did wrong. It shows that clarity...... Read More
Estate Planning
Is an Inherited IRA Taxable to the Beneficiary?
Planning for retirement is much more complex in the 21st century than it was in decades past. Workers can no... Read More
Estate Planning
What Is a Family Wealth Trust?
When you initially sit down to create an estate plan, a Last Will and Testament may be all you need... Read More
Wills and Trusts
What is a GST Trust?
A Generation-Skipping or “GST” trust can be a good way to keep assets out of the taxable estate of a beneficiary and yet still allow them to be...... Read More
Estate Planning
Kiddie Tax is Worse Than Ever
The Kiddie Tax can apply to the unearned income of children. Read on to learn if this tax applies to you or your children. Also, learn ways to...... Read More
Estate Planning
Last Will vs. Living Trust
Although your initial estate planning document will probably be a Last Will and Testament, there may come a time when... Read More
Estate Planning