Check back regularly for helpful articles on topics of interest including, Veterans benefits, Medicaid, Special Needs Planning, ABLE Accounts, Trusts, Wills, Power of Attorney, Long Term Care Insurance, Annuities, Retirement Plans, and IRAs.
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K.T. Williams2024-01-29 09:24:032024-02-02 14:44:31NEW!!! Entity Reporting Requirements: Do They Apply To You? Probably. 
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K.T. Williams2021-03-12 13:37:402021-03-24 09:38:13CPAs and Tax Preparers Deserve Our Respect in 2021 More Than Ever
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K.T. Williams2021-03-05 10:51:422021-03-05 13:38:08Are Major Tax Changes Ahead?
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K.T. Williams2020-10-27 11:29:222020-10-26 12:10:09What is a 529 Savings Plan?
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K.T. Williams2020-10-12 13:14:542020-10-15 08:36:39Estate Planning Awareness Week Takes on More Significance than Ever During COVID-19
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K.T. Williams2020-09-23 12:06:252020-09-23 12:06:45Spendthrift Trusts and Leaving Assets to Children with a Substance Abuse Disorder
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K.T. Williams2020-09-07 08:00:242020-09-23 12:06:57Supporting Your Parent on World Alzheimer’s Day
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K.T. Williams2020-08-26 14:09:572020-08-28 14:12:27When is it Time to Move into an Assisted Living Facility?
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K.T. Williams2020-08-03 16:03:202020-08-03 16:03:383 Health Care Documents Every College Student May Need, Especially During COVID-19
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K.T. Williams2020-07-22 10:06:122020-07-23 10:08:33Questions to Ask Your Aging Parents: Do You Have a Power of Attorney?
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K.T. Williams2020-07-07 15:41:032020-07-01 15:43:04Consider These 4 Ways to Safely Store Your Original Estate Planning Documents
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K.T. Williams2020-06-17 16:41:242020-06-17 16:42:52Tips for Communicating with An Elder Adult with Alzheimer’s Disease
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K.T. Williams2020-06-03 15:04:542020-06-03 15:05:03Married Couples Living in Different States Can Use a Trust to Reduce Income Taxes
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K.T. Williams2020-05-25 14:19:382020-05-27 14:23:04The COVID-19 Economy Has Created Opportunities for Estate Wealth Transfers
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K.T. Williams2020-05-22 14:07:062020-10-26 12:10:03Long-Term Planning Resources for Family Caregivers During National Elder Law Month
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K.T. Williams2020-03-13 13:26:452020-03-13 13:27:13Coronavirus, Cancellations, and Quarantine: What’s Really Going On?
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K.T. Williams2020-03-06 14:11:162020-03-06 14:11:49Preparedness: Reminders from a Virus
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K.T. Williams2020-02-21 15:15:382020-02-21 15:18:02Probate: The Basics.
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K.T. Williams2020-02-07 14:40:182020-02-07 14:40:56Special Needs Trusts: When and How You Should Create One
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K.T. Williams2020-01-31 10:54:412020-01-31 11:28:01Medicaid: Paying For Nursing Home Care.
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K.T. Williams2020-01-17 13:48:172020-01-17 14:12:38POD Accounts: Are You Using Them Correctly?
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K.T. Williams2019-12-20 11:21:362019-12-20 11:25:26New Retirement Account Rules: Review and Update Your Estate Planning Soon.
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K.T. Williams2019-12-13 14:45:292019-12-13 16:31:55Long Term Care Insurance: Don’t Overlook It.
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K.T. Williams2019-12-06 11:30:512019-12-06 12:13:24Family Meeting: The Time Is Right.
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K.T. Williams2019-11-27 14:08:572019-12-06 11:34:23Being Thankful!
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K.T. Williams2019-11-22 15:08:592019-11-26 11:34:03Joint Accounts: Avoiding Unintended Consequences
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K.T. Williams2019-11-15 10:21:242019-11-15 11:09:19Being An Executor: The Basics
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K.T. Williams2019-11-08 14:19:532019-11-08 14:20:45Milestones & Bucket Lists: Making Our Days Count
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K.T. Williams2019-11-01 15:04:572019-11-01 15:05:35Avoiding Problems: Inconsistent Beneficiary Designations
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K.T. Williams2019-10-25 14:05:362019-10-25 14:06:04Estate Planning With Retirement Accounts: The Basics
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K.T. Williams2019-10-18 14:54:022019-10-18 14:54:28Living Will and Other Health Care Directives: The Basics
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K.T. Williams2019-10-11 13:14:372019-10-11 13:15:24Special Needs Trusts: The Basics – Continued.
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K.T. Williams2019-10-04 10:11:102019-10-04 10:52:04Power of Attorney: The Basics
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K.T. Williams2019-09-27 15:38:512019-09-27 15:39:22Choosing Well: Your Trustee, Executor, Attorney-in-Fact, Health Care Surrogate
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K.T. Williams2019-09-20 15:52:352019-10-11 13:28:21Revocable Living Trusts: The Basics.
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K.T. Williams2019-09-13 16:00:342019-09-20 08:30:09Elder Law: What Is It and Why Do I Do It?
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K.T. Williams2019-09-06 14:09:462019-09-06 14:24:23How To: Prepare for your Estate Planning meeting
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K.T. Williams2019-08-23 15:38:592019-08-29 11:29:33Preparing For The Unexpected… Sickness, Death, Or Expense: What Should You Do – Part 2.
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K.T. Williams2019-08-09 15:10:112019-08-09 15:10:42Preparing For The Unexpected. . . Sickness, Death, or Expense: What You Should Do – Part 1.
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K.T. Williams2019-08-02 15:41:502019-08-02 15:42:48You Know about Health Care Directives: Do you know the MOST?
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K.T. Williams2019-07-19 14:10:462019-07-19 14:11:37Tough Questions Prompt More Thorough Estate Planning: Protecting Our Family.
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K.T. Williams2019-07-05 15:03:052019-07-05 15:05:40Social Security Retirement Benefits: Should We Take Them Early or Wait?
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K.T. Williams2019-05-31 14:44:552019-10-25 15:30:18New Retirement Account Rules: Are You Ready For A Change?
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K.T. Williams2019-05-17 15:47:512019-05-17 15:49:03What is a UTMA?
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K.T. Williams2019-05-06 09:42:342019-05-06 14:15:46SPECIAL NEEDS TRUST BASICS: When Should You Use A Special Needs Trust
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K.T. Williams2019-04-11 09:05:042019-04-12 09:04:17VA PENSION RULES AFFECTING VETERANS AND THEIR FAMILIES: AID AND ATTENDANCE BENEFITS
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K.T. Williams2019-04-05 15:52:042019-04-05 15:52:56April 16 – National Health Care Decisions Day! Are you ready?
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K.T. Williams2019-03-29 14:50:462019-03-29 14:51:30Beneficiary Designations: When was the last time you checked yours?
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K.T. Williams2019-03-28 11:11:422019-03-28 11:12:12National Healthcare Decisions Day
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K.T. Williams2019-03-22 15:27:002019-03-22 15:27:44“Equal” Distributions May Not Be “Fair” Distributions
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K.T. Williams2019-03-15 15:03:412019-03-15 16:01:25Should you share your estate plans with your family?
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K.T. Williams2019-03-15 09:55:462019-03-15 09:58:00Did you know?
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K.T. Williams2019-03-15 09:36:282019-03-15 09:47:08Will Physicians soon be prescribing a “Smart Watch” to aging Americans?
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K.T. Williams2019-03-13 16:56:182019-03-14 15:14:28How can you help organizations that are important to you?