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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

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

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

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

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

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

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

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.

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

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

Think Advisor’s recent article, “Americans Are Retiring Later, Dying Sooner and Sicker in Between,” notes that lifespans aren’t necessarily extending to offer equal time in

Questions often come up when gifting to children. What are the consequences to the giver and to the recipient? An article from nj.com, “Gift tax