Medicaid Planning May Not Yield the Intended Benefit
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
Health Insurance/Group Medical Used in Business
Health care coverage is a great employee benefit, and employers have choices in what they offer. We explain in this week’s Business Tip.
What types of nursing care does long-term care insurance cover?
Long-term care is generally defined by three different levels. Learn more in this week’s Insurance Tip.
Life Insurance Ownership and Beneficiary Designations
Not coordinating your life insurance policy’s ownership & beneficiary designations, may nullify its purpose. Read more in this week’s Insurance Tip.
Be Wary of Variable Annuities
Investors who have annuity contracts with capital gains are in a sweet spot to take advantage of a 1035 exchange. We explain in today’s Marietta Daily Journal. Read the Article
Penalty for Not Having Health Insurance Surprises Many
The penalty for not having health insurance is the GREATER of two calculation methods. Learn more in this week’s Insurance Tip.
Changing Annuities
Our experts discuss annuities with a long-term care component and how they may be able to offset issues investors may have obtaining long-term care coverage.
When Disaster Strikes: Deducting Casualty Losses
Tornado hit your house? You may be able to claim a casualty loss deduction on your federal income tax return. We explain in this week’s Insurance Tip.
What information will I need before shopping for an auto insurance policy?
You’ve been putting off shopping for auto insurance. It’s not that hard. We offer some guidelines to make it easier in this week’s Insurance Tip.
Disability Insurance: Understanding Waiting Periods
The length of your waiting period affects the cost of your disability insurance premium. Read more in this week’s Insurance Tip.