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How Do I Make an Estate Plan Blueprint?

POSTED ON: May 1, 2020 BY: Kyle Krull
You need a "blueprint" for your estate plan. Do you have an estate plan? The answer is always yes. No estate plan is simply a poor option. It is messy, time consuming, and expensive. According to a recent Forbes article titled “How To Create An Estate Planning Blueprint,” you should have a carefully constructed estate […]
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Are Inter Vivos Trusts and Testamentary Trust Different?

POSTED ON: April 30, 2020 BY: Kyle Krull
Different trusts serve different purposes. You likely have heard about trusts as part of estate planning. You know that one use of trusts is to bypass probate when it comes to transferring assets. This sounds appealing to you. Perhaps you will utilize a trust in your estate plan. According to a recent Investopedia article titled […]
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Are Taxes Important When Choosing Where to Retire?

POSTED ON: April 29, 2020 BY: Kyle Krull
Choosing where to retire requires forethought. Picture yourself in retirement. What are you doing? Are you spending time with children and grandchildren? Are you sitting on a beach? According to are recent Tucson.com article titled “Best States to Die In…For Taxes,” you should also consider taxes when choosing where to retire. Consider estate taxes. Although […]
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telemedicine medicare coverage

Does Medicare Cover Telemedicine During COVID-19?

POSTED ON: April 27, 2020 BY: Kyle Krull
Telemedicine is growing in response to COVID-19. You are not feeling well. Typically, you would go to a doctor. The times are anything but typical. Because of the COVID-19 pandemic, many doctors offices are closed to unrelated illnesses. Even if your doctor is open for business, you may not want to expose yourself to the […]
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How Can I Become a Good Caregiver?

POSTED ON: April 25, 2020 BY: Kyle Krull
Being a good caregiver involves more than meeting physical needs. Your parents are getting older. Their failing health means they require help with the activities of daily living. You will be serving as their primary caregiver. You are overwhelmed. You want to do a good job but are not sure where to start. According to […]
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Does COVID-19 Legislation Impact My IRA?

POSTED ON: April 22, 2020 BY: Kyle Krull
Your IRA could benefit from the government response to COVID-19. The COVID-19 virus has changed a lot about our daily lives and routines. Schools have been closed. People have been laid off. Stock markets have plummeted. In response to the COVID-19 pandemic, the federal government is taking steps to mitigate the negative financial impact on […]
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Can Updating Your Estate Plan Protect Your Family?

POSTED ON: April 22, 2020 BY: Kyle Krull
Protect your family through estate planning. Picture what is important to you. Do you have that picture clearly focused in your mind's eye? Did you envision your spouse and your children? Now, picture them without you. Do they still have the family home? Will there be tuition for college? Is there still food on the […]
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Can I Execute Estate Planning during COVID-19?

POSTED ON: April 22, 2020 BY: Kyle Krull
COVID-19 should not interfere with your estate planning. Your life feels like it is on hold. Maybe the days feel like months, like when the waves turn the minutes to hours. You cannot remember if it is Monday or Thursday. COVID-19 has interfered with work, events, and family gatherings. Everything. According to a recent Kiplinger […]
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How Do I Collect Spousal Social Security?

POSTED ON: April 21, 2020 BY: Kyle Krull
You could benefit from Spousal Social Security. Are you married? Did you stop working for a few years to rear your children? Perhaps you have worked full time but make significantly less than your spouse. According to a recent Investopedia article titled “How Does My Spousal Social Security Benefit Work?,” your personal Social Security benefit […]
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end of life decisions

Should You Make End-of-Life Decisions Now?

POSTED ON: April 19, 2020 BY: Kyle Krull
Pandemics bring end-of-life decisions to the forefront. The spread of COVID-19 across the globe makes this a pandemic. People all over the world are experiencing the same fears. They are thinking about sickness. They are thinking about death. What can they do? What can you do? According to a recent Milwaukee Journal Sentinel article titled […]
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