by Brian Douglas | May 21, 2021 | Medicaid
Fred and his wife, Wilma, retired after years of working hard both in the rock quarry and at home, raising a family and being actively involved in their Church and community. Fred and Wilma had their retirement funds, their home and their savings. Fred and Wilma were...
by Brian Douglas | May 10, 2021 | Uncategorized
With the weather warming up and the school year winding down, parents are starting to scope out some fun activities for their kids this summer. Camp season might look a little different this year because of the extra health precautions in place, but everyone is still...
by Brian Douglas | May 4, 2021 | Estate Planning
With tax season upon us, you may be wondering about trusts and taxes. Who is accountable for the funds in a trust, and does a trust beneficiary have to pay taxes on what they inherit? Do Trusts Have to Pay Taxes? As a general rule, most trusts will have to pay taxes...
by Brian Douglas | Apr 27, 2021 | Probate
Of all the responsibilities an estate executor or administrator has, filing taxes on behalf of the deceased can be one of the most important – and also, one of the most confusing. We’re looking at whether a personal representative must file income taxes for an...
by Brian Douglas | Apr 20, 2021 | Estate Planning
As much as we try to keep our important papers protected and organized – accidents happen. You may lose your Last Will and Testament in a fire or a flood. The paperwork might fly out of an open car window or unlocked trunk. Someone may accidentally shred your...
