Blog

Stormy Daniels Has a Nuncupative Will—You Should Not

  • July 16, 2019

Full Disclosure, a memoir from Stormy Daniels that includes a dramatic narrative of her meeting with President Trump in Lake Tahoe in 2006 was recently released. She delves into everything, including what happened after she signed a Non-Disclosure Agreement just…

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College Graduates Do Better When Working Past 65

  • July 16, 2019

Americans are delaying retirement past age 65, and those with a college degree are better able to find work than people who did not graduate from college. It’s harder for them to stay in the workplace, which is not good…

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Don’t Go Overboard on Retirement Spending

  • July 16, 2019

People who enjoy shopping as a recreational activity may find that it does serious harm to their retirement funds, now that their income stream has been shifted to retirement mode. Here’s a suggestion: try devoting that time to other activities,…

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How is a 529 Plan Treated, If It’s Inherited?

  • July 16, 2019

Let’s start by defining a 529 plan. A 529 College Savings Plan is a special type of investment account created pursuant to Section 529 of the Internal Revenue Code and state law. At first, 529 plans were a popular way…

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What is a Special Needs Trust and Do I Need One?

  • July 16, 2019

The special needs trust, sometimes referred to as a supplemental needs trust, is a legal structure that manages the assets and may receive contributions from a variety of sources during the lifetime of the beneficiary, according to WTOP’s recent article,…

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