SECURE Act has Changed Special Needs Planning
An applicable multi-beneficiary trust can solve some–but not all–of the challenges that the new act presents.
January 11, 2021
What is the Seniors Fraud Prevention Act?
Two Florida congressmen saw their proposal battling fraud against seniors clear the U.S. House.
January 7, 2021
Estate Planning Can Address a Troubled Child
Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
January 6, 2021
What are the Steps to Take when Dementia Begins
Holiday season is often a time when out-of-town children visit their parents for the first time in a while and notice that one of their parents has declined since they last saw them.
January 5, 2021
Retirement Myths Could Do Real Harm
A comfortable, secure retirement is one of the biggest financial goals you can strive for. Therefore, as you’re saving and investing in pursuit of it, it’s crucial to separate fact from fiction—otherwise, your plan could go off track.
January 4, 2021
Pay for Your Debts at Death
If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.
December 30, 2020
Using Trusts in Your Planning is a Smart Move
Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.
December 29, 2020
How to Organize Digital Assets
You must now make sure that your loved ones have access to your digital assets should you die.
December 28, 2020
Elder Financial Abuse on the Rise during the Pandemic
The pandemic is isolating many elderly Americans—as family members distance themselves, in an effort to keep everyone safe.
December 23, 2020
Ethical Will Should Be Part of Your Planning
My colleague’s father recently got infected with the coronavirus and had to be rushed to the hospital. The move was abrupt and hectic, and left no time for any deep conversation with his wife and family as he was being taken out to the ambulance.
December 22, 2020