Medicare Open Enrollment: A guide to choosing Your 2021 Medicare Plan
It’s officially fall: the season of cozy sweaters, blistery walks, and Medicare Open Enrollment! Here is what is new for 2020 and what to consider when reviewing plans. The Open Enrollment Period begins on October 15th and ends on December 7th. Whether you are a new enrollee or currently enrolled in a Medicare plan, [...]
The Coronavirus Pandemic and Jumping on the Revocable Trust Bandwagon
As an elder law attorney, I used to roll my eyes (at least internally) when a financial guru espoused the benefits of revocable living trusts. My thought process was that a trust can cost a [...]
2020 is the Year to Consider a Roth Conversion
Back in January, this year was shaping up as a big one in the estate planning world: the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) in December 2019 and [...]
