This author has yet to write their bio.Meanwhile lets just say that we are proud Tracy Pulley contributed a whooping 25 entries.
The Key to Communication: Why a HIPAA Release is Essential In any comprehensive healthcare plan, there is a trinity of essential documents: the Health Care Power of Attorney, the Living Will, and the Medical Release, often called a HIPAA Release. While the Power of Attorney grants decision-making authority, the HIPAA Release is the key that […]
Appointing Your Voice: The Health Care Power of Attorney What happens if you are in an accident or suffer a medical emergency and cannot speak for yourself? Without a legal document in place, even your closest family members may not have the authority to make critical medical decisions on your behalf. Family dynamics can be […]
The Most Important Document You Might Ever Sign: The Power of Attorney Statistics show that the vast majority of us will need a Power of Attorney at some point in our lives. This simple document can be the difference between a smooth, private management of your affairs during a crisis and a costly, public court […]
The Last Will and Testament is a key Estate Planning document. A Will allows you to control your property at your death. We often refer to it as the “clean up” document because it tells who you want to receive your assets and how you want them to receive it.
June 6th is Higher Education Day! As a parent and/or grandparent there is great satisfaction in helping your child or grandchild pay for college. How you pay for it is important. What are the options? Let’s review some of them!
529 Plans
A 529 plan is a “qualified tuition plan.” They can be in the name of the student, parent, or grandparent. We have all heard the praises of 529 plans (including that they grow income tax free).
If you own a corporation or LLC, Google “Corporate Transparency Act” and file your report before the end of the year. Don’t be fined $500.00 per day for failing to file.