Monthly Archives: February 2011
Where Should You Live to Escape the Estate Tax?
Do you live in a state that has a friendly attitude toward the estate tax or inheritance tax? You may think you do, but according to this article in Forbes some states made changes to their estate or inheritance tax … Continue reading
How a Special Needs Trust Can Help Your Child
You know how important it is to protect your family with an estate plan, but if you have a child with special needs then taking steps to protect them if something should happen to you is essential. Unfortunately, for families … Continue reading
Ten Tips For A Successful VA Aid And Attendance Application
1. If you are filing for a parent and your parent has memory loss or dementia, provide your mailing address rather than your parent’s address so that you are sure to receive all correspondence from the VA. Have the information … Continue reading
The Tax-Man Cometh
It’s that time of year again; the time of year when everyone starts gathering receipts, assessing income and expenses, and making appointments with tax advisors. Tax time can be a very stressful time for many families, but—with the help of … Continue reading
A Will Reveals More About You Than Just Assets and Distribution
We tell our readers quite often that a will is one of the most important documents in your estate plan—an essential document, to be quite honest—but sometimes we like to remind our readers that wills are interesting family and historical … Continue reading
The Eligibility Verification Report
Each year, veterans or surviving spouses receiving the VA Aid and Attendance Pension must prove that they are still eligible to receive this VA pension benefit. To do this, they must submit a form called the Eligibility Verification Report (EVR). … Continue reading
Estate Tax Laws Aren’t the Only Things That Change
We’ve written before about the importance of reviewing and updating your estate plan, but it’s a topic worth mentioning again—especially in light of the many recent changes to estate tax law. The plain truth is that no matter how perfect … Continue reading
Retirement Advice for EVERY Age
“Retirement”—It’s a word that goes hand-in-hand with “Baby Boomer” these days. After all, as has been pointed out over and over again, retirement is the issue of the hour as the first round of Baby Boomers hits that magic age. … Continue reading
Long-Term Care; Be Prepared in an Area of Uncertain Options
It’s flu season again, and the strain going around this year has been a difficult one, mainly because of how long it keeps its victims out of commission. So the article we recently found on Time.com about Long-Term Care seems … Continue reading
How Do I Know If Someone Is Qualified To Help Me With My VA Application?
Applying for VA benefits can be both confusing and stressful. This is why it’s so important to make sure that the people who are helping you are both knowledgeable and qualified. Anyone can discuss VA benefits in general with a … Continue reading
