Do My Jointly Held Assets Pass through my Will?

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It can be confusing to determine what passes through your Will when you die. A recurring question that we hear from clients is “Do my jointly held assets pass through my Will?” It is important to understand the answer to this question, specifically as it applies to your assets, to ensure that your assets will […]

The Dangers of Transferring Your Home to Your Child

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It is common for parents to consider deeding their home to their child or children. The reasons for contemplating a home ownership transfer vary, but typically include the parents thinking that this will allow their estates to avoid probate, inheritance taxes, or to help them qualify for benefits for long-term care. Although it may appear […]

Relief from Medicare Part B Late Enrollment Penalties

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Medicare to Provide Relief for Late Medicare Part B Enrollment Penalties in Certain Circumstances Many Americans who enroll in Medicare Part A mistakenly think that because they have a Marketplace Insurance plan, they do not need to enroll in Medicare Part B. Unfortunately, enrolling in Medicare Part B late can result in late-enrollment penalties. These […]

The Importance of a Will for a Younger Person

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It is easy to put off estate planning. Many estate planning documents don’t come into play until something bad occurs, such as death or incapacity, and no matter what your age, these are uncomfortable topics to discuss. This procrastination in estate planning is particularly true with younger people, where the urgency of a health crisis […]