Lump Sum Payments Can Cost Heirs of Retirement Accounts
When retirement accounts are passed on to heirs they face major decisions that have to be made in a timely manner. Market Watch recently discussed so... Read More »
Tag Archives: Pension
Tags: Inheritance, Pension
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Estate Planning for Millennials
Estate planning may sound like something that only fabulously wealthy people need to do, but nothing could be further from the truth. If you a... Read More »
Tags: 401k, Beneficiaries, Estate Planning, Estate Planning Lawyer, Guardianship, Health Care Directive, IRA, Pension, Power of Attorney, Probate, TOD (Transfer on Death), Trusts and Estates, Wills
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What is the difference between VA Low Income Pension and VA Aid & Attendance?
Whenever we do Medicaid long term care eligibility analysis for veterans or their spouses, we look at whether they might qualify for certain VA benefi... Read More »
Tags: Long-Term Care Planning, Low Income, Pension, Veterans
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