Medicare Q&A

Medicare Q&A

Here are answers to Medicare enrollment questions your clients may be asking: Q: If I am still working, can I postpone enrollment? A: It depends. If you’re employed when you turn 65, you can stay on your employer-provided group health plan and defer Medicare as long...
Estate Planning Q&A with Scott Luhnau

Estate Planning Q&A with Scott Luhnau

For more on how to have a strategic estate planning discussion with clients, Scott Luhnau, estate planning consultant on our practice management team, shares answers to a few common questions. Q: Which estate tax topics should I cover with my clients? A: With the...