There has been an increase in scams involving people impersonating the government. Scammers say they are from the IRS, Medicare, Social Security Administration, and even the FBI. Most of these scams target seniors and pray on them using fear tactics or promises of big money. Here are a few examples and facts about the government to keep in mind to…
Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that jeopardizes necessary benefits, there are solutions to help save them. If you are doing an estate plan, you should have what Kirsten calls a “just in case provision,” With special needs terms built in. You never know what could happen down the road. If you…
A power of attorney is an essential part of a comprehensive estate plan. It is common to create your entire estate plan and only think about updating your will and trust as your thoughts on distributing your property may change. However, it is imperative to make sure that you keep other documents up to date as well. Specifically, it is…
Big Three from Episode #068: Be thoughtful about which type of plan you genuinely want to be a part of if you were to get sick in the future. Make sure you have a Medigap plan to help protect your retirement savings. Some decisions are irretrievable, so you must make sure you seek help, ask questions, and talk to someone…