By Rhonda M. Clark | Published February 16, 2023 | Posted in News | Comments Off on WHY YOU MIGHT WANT TO RETHINK GIFTING.
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WHY YOU MIGHT WANT TO RETHINK GIFTING.
WHY YOU MIGHT WANT TO RETHINK GIFTING. DON’T SHOOT THE MESSENGER! Rhonda Clark MEDICAID! I’ve always enjoyed giving gifts. Most of us do. Watching the joy on faces from those receiving unexpected gifts is priceless. Who doesn’t enjoy giving birthday, Christmas, graduation and wedding presents. We all do it and don’t think twice. Read More
Read MoreEstate Planning 101 – Did You Know?
Estate Planning 101 – Did You Know? Rhonda Clark 1. Beneficiary Designations & Joint Assets. Your Will and/or Trust does not control assets held jointly with another person or an asset that designates a person as a beneficiary at death. Have you reviewed your beneficiary designations lately? Do you have a contingent beneficiary named Read More
Read MoreNotice Re COVID-19 Procedures
Rhonda Clark The Biden administration will end the COVID-19 national and public health emergencies on May 11, 2023. The health and safety of our clients and staff is of the utmost importance to us. Our office will continue to take precautions and have implemented the following procedures: You may choose to wear a mask Read More
Read MoreWhy You Should Have Your Estate Planning Affairs In Order
Why You Should Have Your Estate Planning Affairs In Order Rhonda Clark Estate planning is ALIVE! It is more important now than ever to have your estate planning documents in order, which may include: Will. A Will identifies who will inherit property that passes through the Probate process and who will be in charge Read More
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