Is Your Estate Plan Ready for Tax Changes?
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
Do I Need a Spendthrift Trust?
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
IRA Inheritance Changes
The IRS is weighing a change that could leave your heirs poorer than you might hope.
How to Make Home Caregiving Easier
Caregiving is hard, but don’t let your home make it harder.
What Do Higher Interest Rates Mean for Pensions?
Higher rates mean a lower lump sum. You are discounting [the value] of a stream of future payments.
What’s Latest on Black Panther Star Chadwick Boseman’s Estate?
At the time of Boseman’s death, news came to light that he had married Taylor Simone Ledward a few months earlier and that he had no will.
What Is Latest Scam to Bilk Seniors?
Wine and whiskey scam run out of U.K. defrauded elderly U.S. investors out of millions, officials say.
Avoiding Home Improvement Scams
Predators robbing seniors of their savings has been called “the fastest growing crime in the country.” Older adults are prime targets for financial exploitation, both by people they know and trust and by strangers. Financial exploitation is believed to cost older adults over $36 billion annually.
Do You Want to Be an Executor?
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
RMD Formula Changes for First Time in 20 Years
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
