Nuclear War Estate Planning
Nuclear war impacts estate plans. From timing to document storage and access, here are a few tips and issues to consider before nuclear [Read More]
Skipping GST Tax or Working Around It?
The GST Tax is somewhat defined under Chapter 13 of our tax code. The name of the game is finding ways to reduce estate taxes that [Read More]
Thrift Savings Plans and TSP Beneficiary Forms
Thrift Savings Plans and their accompanying beneficiary forms can cause unintended pitfalls for our military and civil service families [Read More]
VA Look Back Rule Impacts Benefits
The VA Look Back Rule is a 36 month period outlined under 38 CFR 3.276. Unfortunately, this rule can negatively impact Veterans benefits for [Read More]
When Tips & Unemployment Go Bad
Tips and unemployment benefits do not always see eye to eye. Finding out there is a problem usually comes in the form of an appeal notice [Read More]
Unemployed and Homeless
Being unemployed for the first time can cause fear and anxiety. Sometimes, this means having thoughts about poverty and homelessness. For the [Read More]
EDB or Eligible Designated Beneficiary
There are 5 categories of an EDB or Eligible Designated Beneficiary. As described in Section 401(a)(9)(E)(ii) of the code, an EDB is: The Surviving Spouse [Read More]
Unemployment Audits Are On the Rise
Unemployment audits in Minnesota and across the country are on the rise. Likely, the reason audits have increased due to applications [Read More]