FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

Funerals

Save Your Family Stress and Plan Your Funeral

The death care industry — yep, it’s got its own industry moniker — is an estimated $20 billion business.  Service Corporation International, a publicly traded company that operates 1,475 funeral homes and 483 cemeteries in 44 states, pulled in more than $3.2 billion in revenue in the past 12 months.

Read More »

Does the Trust Beneficiary Have to Pay a Tax?

Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust’s income, rather than the trust itself paying the tax. However, these beneficiaries are not subject to taxes on distributions from the trust’s principal.

Read More »
Retirement 401k

How Should I Take My Pension?

If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.

Read More »
telehealth

Should Medicare Continue Telehealth Access?

President Trump’s top Medicare official said Tuesday that expanded access to telemedicine should continue after the coronavirus pandemic recedes and that officials are examining ways to act without waiting for legislation from Congress.

Read More »
Join Our eNewsletter