What is a Beneficiary?

May 23rd, 2022
   

Perhaps the terms that get conflated most often when speaking of inheritances is “heir” and “beneficiary.” Far from synonymous, the two terms are used to describe a person who stands

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Working Toward a Tax-Free Retirement with Long Term Care Insurance

May 20th, 2022
   

I have spoken at length about how pre-taxed funds can complicate an estate plan. While having a fund that you can grow with pre-taxed money can increase the rate of

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Long-Term Care Insurance: The Missing Piece of Your Estate Plan

May 20th, 2022
   

          If you wanted to cross a bridge and someone told you that the bridge had a 70% chance of collapsing, would you cross it? No.

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