Estate Planning
What Does an Executor Actually Do?
One common trouble that many executors overlook: dispersing personal possessions that have little financial value but great sentimental value.
December 4, 2019
Blog Articles
Health Care
Rethinking Nutrition Guidelines for Older Americans
There is a great deal of misinformation about the nutritional needs of older adults.
December 3, 2019
Happy Thanksgiving | 2019
In observance of Thanksgiving, our office will be closed Thursday 11/28 and Friday 11/29.
November 27, 2019
Caregiver
Tailoring a Caregiving Plan to Your Family
Resentment can build, if some of the family caregivers feel they are doing more than their share, while others are not doing their part.
November 26, 2019
Estate Planning
What’s Better, A Living Trust or a Will?
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
November 25, 2019
Estate Planning
How to Find Unclaimed Property in Forgotten Accounts (Links in Article)
If you had money in a bank or brokerage account you did not use for several years, the bank probably sent the funds to the state of your last known address.
November 21, 2019
401(k)
What are the Biggest Estate Planning Errors to Avoid?
It is estimated that more than 50 percent of all Americans don’t have a will, and in our Future File business, we have estimated that less than 10 percent of the U.S. population has a complete legacy and wishes planning system.
November 20, 2019
Elder Financial Abuse
Why Do Seniors Get Scammed by Family Members?
Picture this scenario at the bank: A woman walks into her branch with her 25-year-old grandson and they’re ready to transfer $4,000 or so out of Grandma’s account into his. Is the grandson running a scam? If so, can the bank do anything to stop it?
November 19, 2019
401(k)
What Will New Acts of Congress Mean for Stretch IRAs?
I am concerned about the SECURE and RESA acts currently being considered in Congress. If either of them passes, my children will lose the inherited stretch IRA ability and face a much higher tax bill upon my demise.
November 18, 2019
Estate Planning
Disappointing News from Social Security for 2020
In case you didn’t see the news, those on Social Security won’t be getting a very generous raise this coming year.
November 15, 2019
Recent Posts
Subscribe to Our Blog Digest & eNewsletter