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The “Extra Help” program pays my Part D prescription plan and gives discounts. What do these notices mean?

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Thursday, August 24, 2017. Read the notices carefully, since you might have to respond. An ORANGE notice explains the small changes in your co-pays for next year. There are two types of BLUE notices. The first kind says that you will be reassigned since your insurance [...]

By |2020-07-18T14:16:59+00:00July 16th, 2020|Estate Planning|0 Comments

The presidential election and estate taxes: Impact of each candidate

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Wednesday, November 2, 2016. The estate tax is celebrating its 100th birthday this year. Although this marks a momentous occasion for the tax, this year also marks a big year for politics. This piece discusses how the current presidential race could impact the estate tax on its [...]

By |2020-07-18T14:20:09+00:00July 16th, 2020|Estate Planning|0 Comments

A Will vs. a Living Trust

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Wednesday, November 30, 2016. You've worked long and hard for the day when you would retire. You have avoided risky stocks and generally been conscientious about saving money. The good news is that you have saved enough to live comfortably and are at the [...]

By |2020-07-18T14:20:18+00:00July 16th, 2020|Estate Planning|0 Comments

Do not wait to set up powers of attorney

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Thursday, January 5, 2017. Trying to plan and prepare for the future can truly be a daunting task. While, realistically, there is no way to plan for every possible thing, it is possible to ensure that all of your legal bases are covered. As [...]

By |2020-07-18T14:20:32+00:00July 16th, 2020|Estate Planning|0 Comments

Retirement Funds and SNTs

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Friday, January 6, 2017. Watch Out for the Details Retirement accounts are often among a family's largest assets, so you may have thought about leaving a portion to your son or daughter with disabilities. But if they will ever need means-tested benefits, your good intentions could [...]

By |2020-07-18T14:20:49+00:00July 16th, 2020|Estate Planning|0 Comments

Estate Planning is a Process, Not a Binder of Forms

By Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Tuesday, January 24, 2017. There really is no question that it is important for almost every adult to have a will, and to consider signing both financial and health care powers of attorney. That is what we mean by "estate planning," and it is important to [...]

By |2020-07-18T14:20:56+00:00July 16th, 2020|Estate Planning|0 Comments

Could your loved one benefit from a special needs trust?

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Tuesday, January 31, 2017. Many individuals have loved ones in their lives that may need extra care due to a disability or mental challenges. As one of these individuals, you undoubtedly want to ensure that your loved one has the financial ability to receive [...]

By |2020-07-18T14:21:17+00:00July 16th, 2020|Estate Planning|0 Comments

What happens if you die? The importance of wills

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law posted in Estate Planning on Tuesday, March 7, 2017. Talking about the possibility of dying is not exactly an enjoyable event, which is why creating a will is often placed on the back burner when it comes to tackling responsibilities. However, wills are powerful legal documents that clearly indicate [...]

By |2020-07-18T14:21:35+00:00July 16th, 2020|Estate Planning|0 Comments

Calculating your estate’s net worth can help with estate planning

On behalf of Leonard Berg of Leonard F. Berg, Attorney at Law on Friday, January 18, 2019. The idea of creating your estate plan may have you understandably intimidated. After all, creating this type of plan involves making decisions regarding essentially every aspect of your life, including your current affairs, possible future scenarios and events after your death. Anyone [...]

By |2020-07-18T14:22:13+00:00July 16th, 2020|Estate Planning|0 Comments