» Beneficiary

Medicare Coverage and Medicare Planning for Chronic Conditions

If you are a Medicare beneficiary receiving skilled care for a chronic condition, you no longer have to show improvement in order to have the care covered, but your provider (such as a doctor, home care agency, or nursing home) may not know this. Ev… Read More
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Beneficiary Designations Are Crucial

The plan includes a trust and a pour-over will to ensure that any assets not transferred to the client’s trust during her lifetime will end up in her trust after her death. Her trust includes numerous provisions to ensure the assets left in trust… Read More
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Inherited IRAs Can Be Taken From the Beneficiary

Last month, in its unanimous decision in Clark v. Rameker, the United States Supreme Court decided that an inherited IRA does not have the same bankruptcy protection as a non-inherited IRA. Read More
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Testimonials

Weatherby & Associates recommended we have a living trust. This appears to be a wonderful solution to the disposition of our assets, first to the surviving spouse and ultimately to our heirs. Read More
– John and Louise Kaestle

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