» estate plan

When people get remarried they are often concerned that after they pass away their assets will go to their new spouses and leave their children from previous marriages with very little. While there are several ways to ensure that does not happen, get… Read More

It is no secret that many millennials are beginning their careers with large amounts of debt. Many of them are making the mistake of waiting to save for retirement until their debts are paid off. Before they even start their professional lives many i… Read More

The number of Americans living to see their 100th birthday is on the rise. It is not easy to pay for that many years of retirement. According to the Center for Disease Control and Prevention, the number of Americans who lived to be 100 years old incr… Read More

Leaving money in your estate for the care of a beloved pet is often a good idea. However, there are some people who have taken it to an extreme. In recent years including pets in estate plans has become more and more popular. People want to know that… Read More

A steep decline in the number of elderly people living in poverty is one of the greatest social policy success stories of the 20th Century. If current trends do not change, the success might be fleeting. The early decades of the 20th Century saw grea… Read More

If you or a loved one is diagnosed with Alzheimer's disease, it is important to take immediate steps to ensure that end-of-life care is as comfortable as can be. There is a common myth that people with Alzheimer's are completely incompetent… Read More

The 2006 IRA charitable rollover exclusion was a popular tax break for wealthy elderly people and the charities to which they donate. It has been made permanent. Seniors trying to spend down the size of an estate for estate tax purposes often find it… Read More

When iPhones first came on the market Apple marketed them with the line "There's an app for that." The idea was that there was an app for anything you could possibly want to do. However, there was not, at the time, an app to plan for y… Read More