Month: February 2018

Jeff Stinson to Present with Business Leaders who Serve Aging Hoosiers on March 15

Jeff Stinson will be presenting with a panel of experts on March 15, 2018 at 5:00 PM at the MCL Cafeteria in Carmel, Indiana. Plan to attend this free presentation to learn more about long term care planning, financial planning, funeral planning, downsizing and home sales, and hospice care. For more information, click here. Information […]

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Three Reasons Why Giving Your House to Your Children Isn’t the Best Way to Protect It From Medicaid

You may be afraid of losing your home if you have to enter a nursing home and apply for Medicaid. While this fear is well-founded, transferring the home to your children is usually not the best way to protect it. Although you generally do not have to sell your home in order to qualify for […]

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Income Tax Benefit of the IRA Charitable Rollover

Recent changes to income tax law may result in fewer individuals taking advantage of the traditional charitable deduction, but individuals can still receive a reduction in income tax by using their Individual Retirement Account (“IRA”) when completing charitable goals. The Change The Tax Cuts and Jobs Act was signed into law last December.  The new […]

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