Category

Advanced Planning

Understanding Medicare

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Medicare contains four components: Parts A, B, C, and D. Part A is hospital insurance designed to cover inpatient care in hospitals and rehabilitation facilities. Part B helps to cover physician services, outpatient care, preventive services, durable medical equipment, and certain home health care. Part C, also known as Medicare Advantage, consists of insurance plans provided by private carriers. Medicare Part D, which is prescription drug coverage, generally can be obtained as an addition to Original Medicare (Parts A and B) or by signing up for a Medicare Advantage Plan that includes prescription coverage.

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EEO Compliance and Litigation Preparedness: A Primer for Business Owners

By | Advanced Planning, Uncategorized | No Comments

There is no denying it: Business-owners face various forms of litigation including commercial disputes, workers’ compensation claims, personal injury actions, and employment litigation. But employment litigation is quite unique from other types of legal disputes. Fortunately, EEO compliance helps avoid claims and establish viable defenses if a discrimination claim does arise.

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Beneficiary of a Trust? What You Need to Know

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If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by unique provisions established by the creator of the trust or “grantor.” As a trust beneficiary, you have certain rights. But to ensure that your financial and other interests are fully protected, you need some basic information about different trust structures and their management.

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Advisor Due Diligence Part 1: How Do You Know?

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Our prior post “Finding The Right Financial Advisor” generated enough interest that we decided to build upon our thoughts and create a series of articles in order to help guide investors toward finding an advisor that’s right for them. Let’s address this often challenging subject: In selecting or retaining a financial advisor, how do you know if you’re making a wise choice?

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