by Jeff Fleming | Jun 8, 2022 | Uncategorized
Leaving a nursing home to return home is a goal for many residents and their families, but it requires careful consideration. While returning home is a good move for some, it won’t work for everyone. A nursing home stay does not have to be permanent. Many...
by Jeff Fleming | May 3, 2022 | Uncategorized
Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depends on the type of trustee and the complexity of the trust. Depending on the trust, a trustee’s duties can include...
by Jeff Fleming | Apr 5, 2022 | Uncategorized
Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate. There are a lot of good reasons to name a trust as beneficiary of a retirement plan,...
by Jeff Fleming | Mar 8, 2022 | Uncategorized
Although the vast majority of Americans have estates that fall under the estate and gift tax exemption, the exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full advantage of the current exemption and aren’t...
by Jeff Fleming | Feb 7, 2022 | Uncategorized
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is important to make a plan that doesn’t involve leaving assets directly to a minor. There are two main problems with...
