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Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

Tax Loopholes May Be Closing for IRAs and Other Retirement Strategies

The government has a knack for catching on to the most popular loopholes. There are plenty of tips and tricks to maximizing your retirement benefits,

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New Protections for Elderly Investors

New Protections for Elderly Investors

Two years after New York socialite Brooke Astor died in 2007, her son, Anthony Marshall was convicted of bilking her of millions of dollars. The

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Millionaires Don’t Like Estate Planning?

Millionaires Don’t Like Estate Planning?

Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their

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Tips to Avoid Elder Financial Fraud and Abuse

Tips to Avoid Elder Financial Fraud and Abuse

The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more

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Yes, You’re Rich Enough for an Estate Plan

Yes, You’re Rich Enough for an Estate Plan

Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate

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The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The Dreadful Generation-Skipping Transfer Tax Explained in Basic Terms

The estate tax is one of the most hated taxes in the U.S. tax code, especially among those who are wealthy enough to have to

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Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Boyfriend of Whitney Houston’s Daughter Getting into Estate Plan Trouble (Already)

Is there a target on Nick Gordon? He might well conclude that. The erstwhile boyfriend of Bobbi Kristina Brown will likely never see the 22-year-old

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Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Effects of the Supreme Court’s Ruling on Same-Sex Marriage

Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning

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Is a Reverse Mortgage the Way to Go?

Is a Reverse Mortgage the Way to Go?

Homeowners age 62 and older may be tempted by the offers for reverse mortgages as a solution to the financial stresses. The celebrity spokespeople seem

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California Trying to Help Its Seniors

California Trying to Help Its Seniors

Despite earthquakes, forest fires and drought, by the end of 2015, at least 5.1 million persons age 65 and over will make their home in

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Kansas Works to Prevent Elder Abuse

Kansas Works to Prevent Elder Abuse

Several Kansas agencies, including The Office of the Kansas Securities Commissioner (KSC), the Kansas Department for Children and Families (DCF) and the Kansas Department for

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Defining Your Legacy

Defining Your Legacy

Baby boomers are more concerned with funding their retirements than leaving financial inheritances to their families and charities. While this may have been initially driven

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