Monthly Archives: April 2025
The Four Parts of Medicare
People who are approaching retirement age often look forward to the free or inexpensive healthcare services they will be eligible to receive, while simultaneously worrying about their out of pocket healthcare costs. Healthcare for retirees is anything but a freebie, and as the cost of living increases and the social safety network erodes, paying… Read More »
Dynasty Trusts
Conventional wisdom holds that you will never be wealthy enough to need the complex estate planning strategies that financial planners advertise. It is not possible to max out the lifetime limit on the annual gift tax exclusion unless you are a multimillionaire. You have a much bigger chance of running out of money and… Read More »