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Among the top retirement spots in the world this year, you’ll find great variety in the cultural offerings, climates and lifestyles. When you hear “make a run for the border,” you may be reminded of Taco Bell’s slogan in the mid-1990s. … Read More

What can you do when a strong minded elder should stop driving but refuses to do so? Remember the freedom you felt as a teenager when you learned to drive? If yes, then you can appreciate how difficult it is for elderly loved ones to relinquish that… Read More

The Brooklyn Museum seemed to have garnered a bonanza in 1932 when it received a large bequest from the estate of Col. Michael Friedsam, president of the elegant retail emporium B. Altman. But eight decades later … the museum potentially faces a he… Read More

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

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

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

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

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