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Orange City Estate Planning Blog

Will Your Estate Plan Work Now?

Under the new law, not only must all of the tax on IRAs and plans benefits be paid much earlier than it was before, but the rate will likely be much higher too, since that income will be bundled into the recipients’ peak earning years.

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What Do I Need to Know about Medicare in 2020?

Certain costs are adjusted yearly by the government and can affect premiums, deductibles and other cost-sharing aspects of Medicare. Even though each change doesn’t necessarily involve huge dollar amounts, they can add up and should be factored into your monthly health-care spending.

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The Procrastinator’s Estate Planning Checklist

Nobody likes to think about dying. However, it happens whether we prepare for it or not.  If you don’t do some advance planning, it can cause even more longer lasting pain and grief, not to mention money and strained relations for your loved ones.

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