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5 Oct 2010, 6:06 am
Roughly 21,000 seniors will lose their Medicare Advantage Plans (Medicare Part C) in 2011. [read post]
24 Apr 2018, 12:00 am
All adults need an estate plan. [read post]
26 Mar 2020, 9:00 pm
How to sign documents during the coronavirus Getting your estate planning documents together can be […] The post Estate Planning in a Time of Crisis first appeared on OA Law. [read post]
31 Jul 2014, 6:00 am
Review your estate plan because the laws change. [read post]
23 Jan 2023, 9:44 am
Plans are permitted to force out distributions at lower ages, but in practice few plans do so. [read post]
7 Jun 2014, 5:00 am
The focus of estate planning is changing. [read post]
5 Feb 2016, 12:00 pm
People do not always retire when they plan on it, and an unplanned event that causes an early retirement will have estate planning implications. [read post]
24 Jul 2012, 8:00 am
Estate planning is critical to make sure your assets are passed down as you wish. [read post]
30 Jan 2012, 4:00 pm
These pension plans... [read post]
29 Dec 2015, 12:00 pm
Estate planning for a person with special needs can be a difficult task. [read post]
7 Jul 2017, 12:00 pm
Single individuals need retirement and estate planning just as much as those who are married. [read post]
14 Mar 2015, 6:00 am
Here are some tips to maximize the investment potential for a retirement plan: Make... [read post]
24 Aug 2015, 10:00 am
However, there are some simple tips that every estate planner can follow that can make planning for... [read post]
25 Mar 2015, 8:00 am
Once estate planning documents are in order, making sure the individuals that will be implementing your plan have all the necessary information to do so is an important step. [read post]
25 Sep 2014, 6:00 am
One trend that is being seen as a result of the ATRA is a shift away from formula-based estate planning for... [read post]
7 Jun 2016, 12:50 am
Although the type of disaster may be somewhat geographic, a disaster plan is... [read post]
22 Oct 2014, 4:00 am
Collections create unique estate planning considerations, and collections of alcohol call for even more concentrated estate planning strategies. [read post]
3 Sep 2015, 2:00 pm
Setting up an estate plan can be a stressful task for many people that are living busy lives. [read post]
5 Sep 2011, 10:00 am
The plan will establish rules regarding who may use the property and... [read post]
23 Jan 2012, 4:00 pm
Advising firms need to develop a plan and they... [read post]