Category: Retirement and Estate Planning / Investment Keywords: nursing, medicaid, assets, preplanning, services, living, facility, doesn, money, place Landing Page URL: https://newsletter.homeactions.net/landing_page/18476/157213 Article Summary: We can’t know what life will throw at us, but we can make some
Category: Personal Finance Keywords: children, state, spouse, surviving, inherit, partners, death, married, child, property Landing Page URL: https://newsletter.homeactions.net/landing_page/18476/146188 Article Summary: Are you settling an estate for someone who didn’t leave a will? This can lead to problems, but
Article Summary: The IRS typically adjusts the cents-per-mile rate each year, but has made a change effective July 1 due to quickly rising fuel prices. Click through to find out what exactly is changing, and
Article Summary: It’s one of the most sweeping and most controversial bills passed in recent years. There’s a lot of confusion about what it will and will not do. Click through for a quick
Category: Retirement and Estate Planning / Investment Keywords: budget, cards, costs, credit, expenses, offer, interest, monthly, things, planning Landing Page URL: https://newsletter.homeactions.net/landing_page/18476/158851 Article Summary: Coming on the heels of the disruptions caused by the COVID-19 pandemic, the current
Category: Retirement and Estate Planning / Investment Keywords: budget, cards, costs, credit, expenses, offer, interest, monthly, things, planning Landing Page URL: https://newsletter.homeactions.net/landing_page/18476/158851 Article Summary: Coming on the heels of the disruptions caused by the COVID-19 pandemic, the current
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ecall that a trust is a living entity that owns assets and provides how those assets are to be utilized while the beneficiary is alive and then what happens to remaining assets upon the beneficiary’s
Per POMS section on Special Needs Trusts – SI01120.203 – 42 USC 1396p(d)(4)(A) and (C) set forth exceptions to the general rule of counting trusts as income and assets for the purposes of determining Medicaid
A will is a written document expressing your wishes for disposal of your estate and can also name guardians of minor children. It becomes active after your death. A trust is a legal vehicle that
A business valuation can serve any of several purposes, but the goal is always the same: to find out the value of your business in dollars and cents. Armed with this knowledge, you’ll never be
According to consulting firm McKinsey & Company’s annual survey of private markets, businesses raised $7.3 trillion from private markets in 2020, and 61% of those funds came from private equity. The availability of private equity
Most states have a state income tax in addition to the federal income tax, and in some cases, certain localities have their own income taxes on top of those. Now is a good time to
You may need an organ transplant if one of your organs fails or is damaged by disease or injury. In an organ transplant, doctors remove an organ from another person and place it in your
“What is your exit plan?” Business owners should start asking themselves this question on the day they open their doors. But they don’t. There are many reasons for this, beginning with the hope that the
The Social Security Administration reviews key numbers each year and usually makes adjustments. In a recent release, the SSA announced what is and is not changing for 2022. Here are the key changes: The maximum
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