Did you miss our last webinar/Facebook Live Event? You can access the recording below. Kim N. Christian, Esq. shared information on how to organize your personal information, collecting asset information, and gathering existing estate planning documents in preparation for meeting…
Did you miss our last webinar/Facebook Live Event? You can access the recording below. Eric J. Einhart, Esq. and Joshua R. Berzak, Esq. shared information on what you should do before putting up a For Sale sign, how you can…
It is that time of year again – Fall Open Enrollment for Medicare. Fall Open Enrollment, also referred to as the Annual Coordinated Election Period, runs from October 15 through December 7. During this period you can join a…
If your application for Medicaid has been denied or not acted upon promptly, you have the right to a fair hearing. Here’s what you need to know: Q: What is a fair hearing? A: A fair hearing is a proceeding…
Interested in Learning Trusts? We will be hosting free educational seminars entitled, Trusts—Do I Need One? During these seminars, we will be discussing why someone may need a trust and which trust, irrevocable or revocable, would fit their situation best. Join us:…
Many clients will ask the question, “When should I update my estate plan?” The answer is usually, whenever something big happens in your life. All too often, clients will execute a Durable Power of Attorney, a Health Care Proxy, a…
Frequently Asked Question #2: Medicaid: What is the 5 year look back and how does the penalty period get calculated? It is not uncommon for me to canvas a group of people and find out that the majority of the…
Frequently Asked Question #1: What is the difference between a First Party Special Needs Trust and Third Party Special Needs Trust? Several factors should be considered when determining whether a First Party Special Needs Trust or a Third Party Special…
** This article has been revised from its original version which was published on July 9, 2018 A trust identification number identifies a trust, like any other legal entity, for tax purposes. You need a trust identification number in order…
Tax season is fast approaching and many taxpayers are reviewing their paperwork to figure out what documents are necessary and what can be discarded. This can be a daunting experience that leaves many with the question: how long should I keep my tax returns?
The length of time you should keep a tax-related document typically depends on the action, expense, or event which the document records. Generally, you should keep your records until the statute of limitations runs out.