Monthly Archives: June 2019

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26 06, 2019

Estate Tax

By |2019-12-13T11:12:08-07:00June 26th, 2019|Tax|0 Comments

Estate Tax Estate tax is an often-misunderstood form of taxation. In this article, we will try and clear it up. We will go over the basics of what estate tax is and how it works with inheritance and gift tax. Estate Tax Basics Estate tax is a tax on the portion of a deceased [...]

14 06, 2019

Beneficiary Deeds-Advantages and Disadvantages

By |2019-06-14T16:48:48-07:00June 14th, 2019|Legal Documents|0 Comments

Beneficiary Deeds-Advantages and Disadvantages Beneficiary deeds are a type of estate planning document. Like any estate planning document, there are both advantages and disadvantages to using one. What works best differs from person to person, depending on their situation. In this article, we will go over the advantages and disadvantages of using a beneficiary [...]

7 06, 2019

Medicaid and Long Term Care Insurance Basics

By |2019-06-04T16:57:24-07:00June 7th, 2019|Financial|0 Comments

Medicaid and Long Term Care Insurance Medicaid and long term care insurance both provide coverage for those who need advanced care. Typically, you would utilize one of these when you need help with daily tasks like dressing, bathing, eating, or using the bathroom. However, there are many misconceptions about both. In this article, we will [...]