Advance planning can address many of the tough issues that arise when handling finances for someone with dementia, says Forbes in its recent article, “Managing
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As an Executor, How Fast Do I Need to Settle an Estate?
If you’re accustomed to setting timelines in your life, when it comes to serving in the executor role, you’ll likely find it difficult because settling
Pay Less Taxes on an Inherited IRA? Sure!
The Hampton Roads Business Journal explains, in “You may be paying more tax on inherited IRA than required,” that there can be a negative ripple
Senior Baby Boomers, Beware of Elder Abuse!
Seniors are particularly vulnerable to financial scams, says The Journal of Accountancy in its recent article, “Ways to stop elder financial abuse before it starts.”
Make Sure You’re Getting the Most Bang for Your Buck in Your IRA
Can you believe that Americans have $26.6 trillion saved for retirement? This gigantic total includes the trillions of dollars held in 401(k)s and IRAs. Some
Snowbirds Should Determine Where to Nest for Estate Planning Purposes
Being a snowbird, living six months in Michigan or Nebraska and six months in Florida or Arizona, can be a great life style in retirement.
Estate Battles Can Mean Big Legal Fees
Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink
New Federal Law Passed to Protect the Elderly
Senate Bill 178, the Elder Abuse Prevention and Prosecution Act, establishes requirements for the Department of Justice (DOJ) to investigate and prosecute elder abuse crimes
Remember Estate Planning is More Than a Will
The (Beckley WV) Register-Herald’s recent article, “Important Medical and Financial Choices,” notes that along with a will, there are medical, financial, and other important decisions
How Will Trump’s Tax Reform Affect My Estate Planning?
The Trump administration has set out its framework for tax reform, which includes the goal of eliminating the estate and gift transfer tax. The Paradise
Snowbirds Should Determine Where to Nest for Estate Planning Purposes
Being a snowbird, living six months in Michigan or Nebraska and six months in Florida or Arizona, can be a great life style in retirement.
Estate Battles Can Mean Big Legal Fees
Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink