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Estate Planning with Roth IRAs

Estate Planning with Roth IRAs

Legacy and estate planning with a Roth IRA may sound like a no-brainer. Roth IRAs intrinsically make phenomenal transfer of wealth vehicles. With reduced estate

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Don’t Get Caught in a Scam

Don’t Get Caught in a Scam

Financial scammers who target elderly or vulnerable Minnesotans would face stiffer penalties under a law Gov. Mark Dayton included in his two-year budget proposal. The

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Focus on Your Financial Goals in 2015: That Means Now!

Focus on Your Financial Goals in 2015: That Means Now!

You've read all the New Year's resolution money-advice articles with their suggestions, sometimes trite, “Skip your morning coffee and save a fortune!” and sometimes vague,

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Should You Be Buying Long-Term Care Insurance Now?

Should You Be Buying Long-Term Care Insurance Now?

"If you live a long life, the chances are enormously high you're going to need some kind of care."  Elder care advisors often disagree on

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Protecting Assets from Nursing Home Expenses

Protecting Assets from Nursing Home Expenses

One attorney calls it the "Get out of Dodge plan"—the best way to keep your assets intact before applying for Medicaid to cover nursing home

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Consider The Risks Before Downloading Those Documents

Consider The Risks Before Downloading Those Documents

People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create

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Five Steps To Make Retirement Easier

Five Steps To Make Retirement Easier

Retirement brings the freedom to explore a new stage of life. But for many, after years of working for others, it also means assuming responsibility

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Nursing Homes File Guardianship Petitions to Collect from Residents

Nursing Homes File Guardianship Petitions to Collect from Residents

One day last summer, after he disputed nursing home bills that had suddenly doubled Mrs. Palermo's copays, and complained about inexperienced employees who dropped his

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Elder Rights in Guardianship

Elder Rights in Guardianship

This spring, Florida lawmakers will have a chance to stem abuses in the state's little-understood adult guardianship system by taking up measures that would make

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Tips on College Education Savings

Tips on College Education Savings

The government encourages saving for a college education by providing tax advantages through college savings plans. The world of these plans is a complicated one,

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The President’s New Plan for the Middle Class

The President’s New Plan for the Middle Class

Tax and economic reforms are on the President’s agenda for 2015 as he seeks to close what he terms “unfair loopholes that are only available

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If I Sue the IRS, Do I Stand a Chance?

If I Sue the IRS, Do I Stand a Chance?

What happens when a taxpayer disagrees with the Internal Revenue Service (IRS)? Some people think that the matter ends there: the IRS always wins, right?

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