Posted on April 4, 2025

For many people, retiring to a cold weather place feels like just the right move. The trend now is for people to age at home or as long as they can, even if that means dealing with harsh weather conditions. If you asked people if they would consider retiring to Minnesota, a place with long… read more

Posted on April 3, 2025

Let’s start with Medicare Advantage plans, if only because there is so much about them on television and so many flyers in your mail. We’ll then turn to other Medicare plans — some that you may never have heard of. Medicare Advantage plans (Part C) Medicare Advantage plans are offered not by the federal government… read more

Posted on April 2, 2025

Are you at risk of overspending and jeopardizing your retirement security? Many people ask themselves this question in the early years after leaving the workforce. For some, overspending stems from travel dreams or luxury purchases. Others face unexpected medical bills, a higher cost of living and/or accumulated credit card debt. Any of these factors can… read more

Posted on April 1, 2025

We welcome James L. Fine to Triplett & Carothers, effective January 1, 2025. He is an estate planning and tax lawyer who works with wills and trusts and probate in Kentucky and Florida. Based in Louisville, KY and Naples, FL, he known for his quick turn-around, easy access, and extensive experience resulting in the skills… read more

Posted on March 4, 2025

The Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) is the agency that enforces the Corporate Transparency Act (CTA). Recently, FinCEN sent out a notice indicating a new deadline of March 21 for small businesses to comply with its beneficial ownership information (BOI) reporting requirement. That said, if your reporting deadline is in April because you… read more

Posted on March 3, 2025

Seniors especially can draw lessons from ikigai in their ongoing search for meaning in later years. Ikigai is more than just happiness. It also embodies a positive anticipation for the future, even when the present is a struggle. The philosophy focuses on the sum of the small joys in life, as well as the more… read more

Posted on March 2, 2025

How do you get started in the world of philanthropy? An annual gift during the holiday season marks an opportunity to express gratitude and create impact. Your neighborhood may be the perfect candidate for your generosity. You would probably be pleased to support progress in the vicinity for those who live or work next door,… read more

Posted on March 1, 2025

We welcomed Katherine Garbarino to Triplett & Carothers as of November 2024. Katie brings her experience in probate law and a proven track record of helping clients. She is deeply committed to guiding clients through the complex probate processes, often in times of need. She is known for her expertise in probate procedures and the… read more

Posted on February 3, 2025

The devastating California fires have taught us many valuable lessons about preparedness and the importance of safeguarding our homes and assets. One crucial aspect that has come to light is the necessity of proper homeowner’s insurance coverage, particularly when your property is held in a trust. Understanding the Importance of Trust Insurance A trust is… read more

Posted on February 3, 2025

Although it seems to go against the grain, you might be better off cashing in sooner rather than later. Investors and consumers alike need to understand the concept of time in relation to the value of money. Basically, a sum of money today is worth more than it will be tomorrow, next month or next… read more