When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as...
Latest articles
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...
Can Exercise Help with Dementia?
The results of a year-long trial led by researchers at UT Southwestern have homed in on how aerobic...
Your Children Wish You Had an Estate Plan
Without a proper elder law estate plan, the children’s responsibilities are even more exhausting...
Was the Wealth of Kirk Douglas Left to His Son Michael?
Kirk Douglas chose to leave his $61 million fortune to charity, rather than giving any to his son...
Navigating Periods of Uncertainty and Unrest as a Business Owner
Uncertainty and unrest have defined 2020. From COVID-19 and record-breaking unemployment to...
