Latest Blog Posts

  • FDA Seeks Input on Autism Treatments
    Posted on: 27 Mar 2017
    Federal regulators are looking for insight from people with autism and their families as they consider the need for new drug treatments to address the developmental disorder. In a notice set to appear in the Federal Register next week, the Food and Drug Administration says it will host a public meeting this spring focused on autism....
  • 5 Reasons to Embrace the Emotional Side of Estate Planning
    Posted on: 21 Mar 2017
    When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. ...
  • Taking Care of YOU - Self Care for Family Caregivers
    Posted on: 20 Mar 2017
    On an airplane, an oxygen mask descends in front of you. What do you do? As we all know, the first rule is to put on your own oxygen mask before you assist anyone else. Only when we first help ourselves can we effectively help others. Caring for yourself is one of the most important—and one of the most often forgotten—things you can do as a caregiver. When your needs are taken care of, the person you care for will benefit, too....
  • How Adding a Trust Protector Can Help You and Your Family
    Posted on: 14 Mar 2017
    A Trust Protector is another member of the estate planning “cast” that you must consider adding to your trust. Their primary duty is to oversee the trust and make sure your intentions are carried out, even when an unforeseen change in the law or other challenge occurs. They can also be given other duties, specific to your needs, your trust, and your beneficiaries....
  • Making the Transition to Assisted Living
    Posted on: 13 Mar 2017
    If you’re having more and more difficulty with everyday activities such as showering, dressing, getting around the house, and running errands, an assisted living facility may be the answer. You can get the daily support you need, while remaining as independent as possible. Making the decision to leave your home can be difficult, but by taking time to find the right fit and being honest about your needs and concerns, you can you can make the choice that’s right for you and ensure your senior years are happy and fulfilling....
  • Do It Now - Name a Guardian for Your Minor Children
    Posted on: 07 Mar 2017
    We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you - your child’s guardian could be a relative you despise or even a stranger you’ve never met. ...
  • Medicaid Reform: Are Block Grants Coming
    Posted on: 06 Mar 2017
    Medicaid is a federal program, but it is administered by the states. To participate in Medicaid, federal law requires states to cover certain groups of individuals, such as low income families and individuals receiving Supplemental Security Income (SSI). States may choose to cover other groups, such as individuals receiving home- and community-based services....
  • 5 Reasons to Protect Your Retirement Accounts Now
    Posted on: 28 Feb 2017
    You worked hard to save the money in those retirement accounts and your beneficiaries’ creditors shouldn’t be able take it from them. Let us show you how an SRT can help you protect your assets as well as provide tax deferred growth. NOW is the best time....
  • Are You Eligible for VA Disability Compensation
    Posted on: 27 Feb 2017
    If you were injured or became seriously ill while serving in the military, you may be eligible for VA disability compensation. In 2017, eligible veterans can receive up to $3,458 per month tax-free, depending on the level of disability and number of dependents....
  • New Legislation Could Mean the End of Estate and GSTT Taxes
    Posted on: 21 Feb 2017
    On January 24, 2017, the Death Tax Repeal Act of 2017, or H.R. 631, was introduced to the U.S. House of Representatives by South Dakota congresswoman Kristi Noem. If passed, H.R. 631 would completely repeal the federal estate tax. A separate companion bill put before the Senate by South Dakota senator John Thune, S. 205, would also repeal the generation-skipping transfer tax (GSTT). These bills carry a few subtleties beyond the abolishment of two substantial taxes. Interestingly, both bills retain the federal Gift Tax with a $5.49 million exemption and a maximum rate of 35 percent....
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