News & Articles

Portability Provision Extended in Fiscal Cliff Deal

May 16th, 2014
Portability makes it unnecessary for spouses to use bypass trusts solely to preserve the federal exemption amount. As with any new process there is a shakeout period, though. The good news has resounded and there is much to celebrate with the passing… Read More
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Retirees: Make Sure You Understand All That Is Involved With A New Pet

May 15th, 2014
Older adults today are spending considerably more on Fido and Fluffy than they did in 1990, according to a new report from the National Center for Policy Analysis, a nonprofit, nonpartisan public-policy research organization based in Dallas. In fact,… Read More
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What To Do When Mom And Dad Want To Sign A Reverse Mortgage

May 14th, 2014
Adult children have reason to be wary when their parents start talking about reverse mortgages. The loans make sense only for those who plan to stay in their homes for the rest of their lives and can afford to pay property taxes and insurance for tha… Read More
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Kansas Passes Elder Abuse Law

May 13th, 2014
Elderly residents will have new protections against fraud and financial abuse under a new state law. Legislation creating the crime of mistreatment of an elder person was signed by Governor Sam Brownback in April. The law is aimed at protecting peopl… Read More
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Play By The Rules

May 12th, 2014
Most people still believe that estate planning is all about tax planning. Since the tax law now exempts most estates, they think they don’t really need an estate plan. But they do, and many people need an estate plan more than ever. A recent Invest… Read More
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Don’t Forget The Pets!

May 9th, 2014
Not many of us could (or would) do what hotel magnate Leona Helmsley did for her Maltese pup Trouble: She left $12 million in trust so the little white dog would never want for anything. But even if you’re not a millionaire, you can make plans to e… Read More
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Remember Digital Asset Planning In Your Estate

May 8th, 2014
Deciding who gets what when we die is difficult enough when it comes to divvying jewelry, collectible baseball cards, family heirlooms, houses and cars. It can be even trickier to arrange control of our digital assets. In a 2011 survey that was spons… Read More
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Expect The Unexpected

May 7th, 2014
Even with advanced notice of a catastrophic health condition, this type of planning is often a topic that no one wants to talk about. In the ordinary course of life, we go to work and carry on as if we’ll be doing it forever. No one wants to plan f… Read More
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Get Going With Your Estate Planning!

May 6th, 2014
There's no time like the present to make sure all your estate-planning ducks are in a row. For many people, the words "estate planning" may conjure up thoughts of large inheritances and tax shelters. But planning isn't just about… Read More
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Having "The Talk" With Aging Parents

May 5th, 2014
Do your aging parents resist any talk about the future or giving you any of their financial or legal information? You’re not alone. Natural disasters do occur and conversations about these events can segue to the subject of personal healthcare, eld… Read More
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