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Tracy Shar, CPA, CFP®

What to Do If Your Long-Term Care Insurance Policy Premium Increases

October 27, 2021 | By Tracy Shar, CPA, CFP®

If you have a long-term care policyespecially an older oneyou might receive a letter one day saying your premiums will increase. Don’t panic. You have options.

What the SECURE Act Means For Your Retirement

October 21, 2020 | By Tracy Shar, CPA, CFP®

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act (the SECURE Act). The COVID-19 pandemic has brought our attention to many other pressing issues that affect our lives including more recent legislation called the CARES Act. 

Checklist for Settling an Estate

July 30, 2020 | By Tracy Shar, CPA, CFP®

The level of complexity involved with the transfer of wealth or assets can vary greatly depending on the decedent’s assets, the establishment of an estate plan or Will, whether the decedent has dependents who need to be cared for, the location of their assets or property, and plenty of other factors.

Reasons to Appoint An Independent Corporate Trustee

July 30, 2020 | By Tracy Shar, CPA, CFP®

A trustee serves a very important role: to make sure that the grantor’s wishes are carried out in accordance with the trust provisions. There are advantages to appointing an independent corporate trustee over a family member or friend. Here are a few key benefits.