Recent Tax Law Means Review Your Estate Planning Documents
“Recent tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption.” If your current will hasn’t ...
“Recent tax law has led some seniors to assume that they can delete estate planning from their to-do lists. But that is a dangerous assumption.” If your current will hasn’t ...
“Driven mostly by employers’ desire to reduce their long-term liability exposure, pension plans have become increasingly rare.” It was common to get a pension when you worked for a company ...
“Have you checked your beneficiary designation for your retirement account recently?” It’s important to review the beneficiary designations on accounts like life insurance, IRAs and pensions. Investopedia says that outdated ...
“Three-quarters of Americans will need long-term care, but few are prepared for it, according to a new study.” Americans aren’t readying themselves for the costs of getting old, says Think ...
The first reaction to an Alzheimer’s diagnosis is often hopelessness. In its report, “Learning to Live Well with Dementia,” the Washington Post collected information about responding to an Alzheimer’s diagnosis ...
“One of the biggest challenges for single parents, is learning to balance competing financial demands.” Whether they are single by choice, divorce or the death of a spouse, single parents ...
When your spouse dies, are you responsible for paying the debts they left behind? The (perhaps unsatisfying) answer is: yes and no. No, you are not personally responsible for repaying ...
“The reality is that your traditional estate plan will result in a 70% chance that your wealth will be lost by the second generation, and a 90% chance that your ...
On September 18th, the Veterans Administration announced new regulations and changes to the Aid & Attendance program. Previously there had been no lookback for Veterans and their families when one ...
“The president’s plan aims to reduce “regulatory barriers” to MEPs. It also seeks a review of RMDs.” President Trump signed an executive order, instructing the Labor Department to relax rules ...
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