There might be a time in your life when someone you know pulls you aside at a family gathering and...
Category - Previous Posts
What are the Latest Senior Scams?
Scammers gravitate to tightened finances, like moths to a flame. To complicate matters, shelter-in...
Should I Have an Advance Directive in the Pandemic?
If you get COVID-19 and struggle to breathe, would you want to be put on a ventilator? Whatever...
What is the Verdict on the Will of Carole Baskin’s Long...
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing...
Tapping an Inherited IRA?
When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as...
Gene Role May Be a Link between Dementia and the Coronavirus
People with a genetic mutation that increases the risk of dementia also have a greater chance of...
Can I Make My Retirement Plan My Estate Plan?
People are worried about the possibility of a sudden death due to COVID-19, and they want to get...
What You Need to Do after a Loved One Dies
When a family member or other loved one dies, the natural response is to feel overwhelmed. However...
Protecting a Digital Legacy
The world exists just as much online, as it does offline. Failing to recognize that when planning...
Don’t Shrink Your Estate with Last Minute Tax Planning
Estate planning strategies such as family limited partnerships and gifts to charitable trusts are...
