Regardless of your income or net worth, there’s one estate planning task you should do right now: check the beneficiary designations for your life insurance
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Does Your State Impose an Inheritance Tax?
New Jersey is one of the few states that still imposes an inheritance tax, says NJ.com in the article titled “How to avoid the inheritance
Changes in Medicare Surcharges Next Year
Bad news for high-income retirees who were hit with premium surcharges for Medicare Part B and Part D: they may need to pay a bit
Elder Abuse on the Rise
The Carroll County Times of Westminster MD recently reported, in an article titled “Know the signs of elder abuse and report it if necessary,” that
Don’t Stick Your Head in the Sand When It Comes to Senior Care
Are we in denial when it comes to care down the road?
Use an IRA to Help the Grandkids
In the midst of summer, teens and college students are typically working summer jobs. Kiplinger Retirement Report explains in a recent article, “Seed a Roth
Watch Out for Fake Law Firms Offering Estate Planning Advice
A fake law firm going by the name of Walsh & Padilla has been offering estate planning services, the Houston Chronicle reports. In reality, the
Consider a Family Wealth Trust for Remarriage Protection
Creating an estate plan requires that you and your attorney consider numerous uncomfortable possibilities. One of those is the fact that your spouse may someday
401(k)s and IRAs Compared
A recent wjbf.com post, “Advantages and disadvantages to a 401k and an IRA,” explains some of the possible advantages and disadvantages of a 401(k) and
Lottery Scams are on the Rise
At first, you might think your prayers have been answered. A recent woodtv.com article, “88-year-old nearly scammed by fake lottery, warns others,” tells the story
Easy Ways to Leave a Gift to a Charity
The Jewish News says, in its recent article, “Keeping it (charitable estate planning) simple,” that the most common way to leave money to a charity
New York Police Officer Sued for Welfare Check on Senior
“A police officer was shielded by qualified immunity from a claim that he violated residents' civil rights, when he entered into a home uninvited to
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