No matter how old you are, you're still your parents' child. Someday, however, they may need to rely on you for help when it comes
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How’s That New Year’s Resolution Coming to Organize Your Finances?
Gaining control over our finances is usually at or near the top of all New Year’s resolutions. What many people don’t realize, though, is that
Estate Planning and Blended Families
An important issue in dealing with wealth transfer for blended families is how the assets flow to the surviving spouse and family members or after
Family Feuding over Robin Williams’ Estate
There doesn’t appear to be much doubt that Robin Williams conveyed his estate plans to his family in the years before his tragic suicide last
NO NEW TAXES! But Now What?
Accountants and financial advisors may be breathing a sigh of relief that there were no major new tax-law changes this year, but that doesn't mean
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
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
Have Your ICE Ready!
Most families I have met over the years needed some general guidelines regarding what to have in place and how to know to accomplish this
Make It a Very Happy New Year
Each year millions of Americans ring in the New Year resolved to make better financial choices for the year ahead. Here are five essential tips
Keys to Creating an Effective Estate Plan
It’s easy to assume estate plans are intended to deal with future concerns: planning for retirement, providing an inheritance for loved ones, planning for Medicaid
Inheriting a Vacation Home
Betsy Fisher and her two brothers inherited their parents' vacation cottage on Michigan's Big Glen Lake 12 years ago after their father died. They love
Award Winning Director May Have Used Trust to Keep Estate Secret
A recent headline in the New York Daily News, pertaining to the death of film director, Mike Nichols, highlighted the misinformation and confusion regarding how