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Elderly Poverty Could Rise
January 18th, 2016
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…
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Categories: Aging Issues, Current Affairs, Elder Abuse, Elder Law, Estate Planning, Long Term Care, Medicaid, Power of Attorney, Succession, Trust Funding, Weblogs, Will
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Anti-Aging Drug to be Tested
December 8th, 2015
People are already living much longer than in the past causing stress on many retirement and estate plans. Imagine what would happen if people lived 50% longer lives on average than they do now. It could be a reality soon. Biologically it is not a ne…
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Categories: Aging Issues, Current Affairs, Estate Planning, Long Term Care, Power of Attorney, Succession, Trust Funding, Weblogs
Tax Savvy Financial Tools in the Form of Life Insurance and Annuities
May 28th, 2013
“Oftentimes these products are sold based on the moment in time,” said Richard Coppa, managing director of Wealth Health, a financial advisory firm. “A couple of years ago, they were sold on guaranteed returns of 6 or 7 percent because people w…
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Categories: Estate Planning
Obama’s Proposed Budget Goes after IRAs
April 18th, 2013
The proposal is being spun as a way to prevent wealthy private-equity executives from amassing huge IRAs—like Mitt Romney’s, once estimated to be worth as much as $100 million. But it would also curb the savings ability of self-employed professio…
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Categories: Estate Planning
More People Get Option to Convert to Roth IRAs in Ann Arbor
January 31st, 2013
Under the new rules, a Roth conversion would be available to anyone with a traditional 401(k) and an employer who offers a Roth account and conversion. It’s no doubt that the Roth IRA is a favorable option to many people when it comes to retirement…
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