In this episode of “Simply Money,” Mark Reckman walks through eight common Medicaid pitfalls you can avoid as you prepare yourself and your family financially if long-term care is needed.
The Tax Cuts and Jobs Act of 2017 (TCJA) became effective on Jan. 1, 2018. Included in TCJA was a change to the “unified credit” exclusion amount available to individuals for gifts made during life and the transfer of assets…
Originally published in the American Israelite. A long time ago when I was in law school, my roommate Jerry and I drove to Florida towing his boat. On our return trip, just south of Atlanta, the car broke down. As…
Young adulthood isn’t known as a time when you’re overly concerned with estate planning. In fact, two major objections arise when the subject is broached: “I have plenty of time to do that.”“I don’t have any assets yet to divvy…
