Blog

Be Aware of the Kiddie Tax Before Leaving an IRA to Children

Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the "kiddie tax" could make doing this less beneficial.

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Categories: General Interest

HUD Makes Reverse Mortgages a Little Less Attractive

The Department of Housing and Urban Development has announced changes to the federal reverse mortgage program that will raise reverse mortgage fees for some borrowers and lower the amount homeowners can borrow.

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Categories: General Interest

You Can Pay Your Medicare Premiums Online

Online bill paying has become a popular way to make paying bills easier, and now you can pay your Medicare premiums online too. 

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Categories: General Interest

What if the Hospital Ignores Your End of Life Wishes?

When we ask our clients if they would ever want to be artificially kept alive on a machine or the like, they almost invariably answer NO.  We have all seen too many horror stories of individuals who end up living a sad existence in a vegetative stat… Read More
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Are you all set if you have long term care insurance?

Long term care planning is complicated.  When we help guide our clients through that process we must consider many factors, including things like amounts of current and future assets and income, likely expenses, health conditions of various family m… Read More
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Taking a Stand against Alzheimer’s Disease

  Alzheimer’s disease is a formidable, national epidemic. The non-profit Alzheimer’s Association, and its sister organization, Alzheimer’s Impact Moment (AIM), estimate that $259 billion is spent per year and that 5.5 million Americans ar… Read More
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Alzheimer’s Disease Documented in Song

Country performer Glen Campbell was a longtime celebrity, known in the public eye for his hit songs. In 2011, Campbell decided to make his journey as a man living with Alzheimer’s disease another major part of his legacy. Like legendary basketball… Read More
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Intergenerational Opportunities to Never Stop Learning

Thanks to Seattle-based documentary filmmaker Evan Briggs, a national lens has been placed on a program local to her that works to enhance the lives of those young and old. The Intergenerational Learning Center is for children ranging from 6 weeks to… Read More
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Who Ultimately Benefitted the Most from Marilyn Monroe’s Estate?

In the design work we perform for our clients, we often use various types of trusts.  There are  many things a trust can do including helping to address issues related to incapacity, protecting your assets from creditors, and avoiding or minimizing… Read More
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Church Affiliated Retirement Plans

Supreme Court Says Retirement Plans From Church Affiliated Organizations Not Covered by Employee Retirement Security Act The United States Supreme Court recently considered the issue of whether or not federal ERISA law applies to retirement plans sp… Read More
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Testimonials

Had we known how painless he would make the process, we would never have procrastinated. My husband and I engaged Hank Weatherby’s services last year to help us plan for our children and grandchildren. As this is my second marriage and the thir… Read More
– Rona Palmer-Sampayo

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