News & Articles

Already, 5.2 million Americans have Alzheimer’s or some other form of dementia. Those numbers will jump to 13.8 million by 2050 … The latest numbers are in from the Alzheimer’s Association, and reports show one in three seniors dies with Alzhei… Read More

Let's say that someone who is not your spouse recently died and named you as their IRA beneficiary. You now have what the IRS calls an “inherited IRA.” When you inherit money, once you receive it you can usually decide where it goes from the… Read More

Statistics on power of attorney abuse are hard to come by, but experts recognize it as a prevalent problem. There will come a time at which you will need to legally delegate someone to handle your financial matters. This legal delegation, known as a… Read More

Most exit plans I’ve dealt with are some combination of these three basic techniques. And, the lines that differentiate them can be fuzzy. Owning and running a business is tough stuff, and at times you feel the weight of the world on your shoulders… Read More

In bringing her case to the Supreme Court, Windsor argues that DOMA violates the U.S. Constitution's guarantee of equal protection. DOMA backers say the law is valid. Same-sex marriage has been a controversial issue in American politics, and wil… Read More

"It's like decanting a bottle of wine; you pour the wine into a new bottle to air it out," says Mark Haranzo, a partner at law firm Withers Bergman. In trust terms, you pour the assets of an old trust into a brand-new trust that essent… Read More

…More than 40% of women and more than half of men over 50 who get divorced end up remarrying, according to Census Bureau data. For folks like these, all sorts of financial considerations can complicate the question of whether and how to go about re… Read More

This uncomfortable, ethically questionable, confusing scene over Ms. Bayliss’ end of life did not have to happen the way it did.  If you don’t want to be in that kind of situation, you need to be responsible for deciding what you want and co… Read More