FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

Retirement 401k

How Should I Take My Pension?

If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.

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telehealth

Should Medicare Continue Telehealth Access?

President Trump’s top Medicare official said Tuesday that expanded access to telemedicine should continue after the coronavirus pandemic recedes and that officials are examining ways to act without waiting for legislation from Congress.

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Elder Financial Abuse happens under Your Nose

Take, for example, the sad and sordid tax case of Mary Ellen Cranmer Nice vs. United States of America, which would not have existed if an attentive financial advisor hadn’t noticed the large IRA distributions that were allegedly stolen right from under a matriarch’s nose.

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3 Steps to Take during the Coronavirus

With some cases of COVID-19, patients are dying in isolation. The sorrowful stories are a grim but important reminder: if you haven’t formalized your final wishes, you likely would not have the opportunity to do so from your hospital bed.

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