by The Jaeger Firm | Apr 13, 2021 | Uncategorized
With the federal estate tax exemption possibly about to be lowered, it may be time to think about steps you can take to keep your estate from being taxed. An irrevocable life insurance trust allows you to pass on money to your heirs while avoiding both the federal...
by The Jaeger Firm | Feb 9, 2021 | Uncategorized
Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations. Long-term care can be very expensive,...
by The Jaeger Firm | Jan 30, 2021 | Uncategorized
Parents or other family members establishing a special needs trust for their child often want to name a professional — usually a bank, trust company, attorney, certified public accountant or non-profit — as one of the trustees of the trust in order to...
by The Jaeger Firm | Jan 30, 2021 | Uncategorized
Don’t assume your estate will automatically go to your spouse when you die. If you don’t have an estate plan, your spouse may have to share your estate with other family members as directed and controlled by the law in your state. If you die without...
by The Jaeger Firm | Jan 20, 2021 | Uncategorized
Tucked in the federal spending bill that passed at the end of December 2020 are some changes aimed at simplifying Medicare enrollment and addressing coverage gaps. But Congress chose not to address the biggest problem. Currently, Medicare enrollment begins three...
by The Jaeger Firm | Jan 11, 2021 | Uncategorized
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home. The Constitution of the United States requires that states give “full faith and...
