Estate Planning
When Is It OK for an SNT Trustee to Be Compensated?
Busy trustees deserve payment, but there are important guidelines to follow to determine how — and how much — to bill the trust.
David Fulton March 28, 2022
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Financial Planning
Start The Year On The Right Foot
The beginning of a new year is the perfect time for us to talk about the various factors that can influence your planning. For example,
Skip Fleming, CFP® January 21, 2022
Medicare
Medigap-Filling the Gaps in Medicare Can Be Difficult for SSDI Recipients
Individuals with disabilities under age 65 often face obstacles in purchasing Medigap insurance that older Medicare beneficiaries do not face. In many states, Medigap policies are either not available to younger beneficiaries due to their age or the premiums are too costly.
David Fulton September 15, 2021
Social Security
Never Say Never: Navigating the Social Security Appeals Process if You’ve Been Denied Benefits
The appeals process after being denied Social Security disabilities benefits is a long and winding road, but worth navigating. Here’s what is involved, at every level.
David Fulton September 15, 2021
Medicare
Medicaid vs. Medicare – What’s the Difference?
Medicaid is a state and federal partnership program that gives medical coverage to selected groups with low-incomes — children, pregnant women, parents of eligible children,
Skip Fleming, CFP® September 14, 2021
Medicare
10 Things You Must Know About Medicare
As you approach retirement, there are a few new topics to consider, and one of the most confusing may be Medicare. Everyone over 65 is
Skip Fleming, CFP® September 14, 2021
Special Needs
Bill Introduced to Raise SSI Asset Limit, Make Other Reforms
The amount of money that Supplemental Security Income (SSI) recipients can have without losing benefits has been frozen at $2,000 since 1989. New legislation would increase that limit and make other changes.
David Fulton August 11, 2021
Special Needs
Leaving an Inherited IRA to a Special Needs Trust Is No Longer Such a Bad Idea
An exception to the SECURE Act’s otherwise stringent rules about distributions from inherited IRAs potentially changes longstanding advice about leaving retirement funds to a special needs trust.
David Fulton August 11, 2021
College Costs
Tax-Advantaged 529 Accounts; What families need to consider
According to the College Board, the most recently published figures of the average annual cost of tuition and fees at a public university for a
David Fulton August 6, 2021
College Costs
Since 1980 The Cost of a 4 year College Education is Up 1,200%
2020 saw the lowest college education increase in the last four decades due to the shift to online classes over the past year. According to
Skip Fleming, CFP® August 2, 2021
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