The stakes are high in a second-time divorce between film icon Robert De Niro and Grace Hightower. He is busy with lots of real estate deals and hates this kind of bad publicity. According to a recent article in Wealth…
On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers.…
Chances of a second marriage lasting ‘til death do us part’ aren’t great, according to the U.S. Census. Only 40% of second marriages make it, and a whapping 60% end in divorce. Given these numbers, invest some time and serious…
Now that so much of our lives are lived online, we need a plan to prevent the loss of digital assets that include treasured family memories, financial accounts and, in some cases, entire businesses. The loss of a spouse creates…
In response to the COVID-19 outbreak, the Centers for Medicare & Medicaid Services (CMS) recently announced that it has increased access to Medicare telehealth services. This means that Medicare beneficiaries can receive more benefits from their doctors without having to…
One of the reasons people delay creating an estate plan and trusts, is that they don’t know who to name as a trustee. That’s not a good reason to put off something this important. Your trustee may be in charge…
If you don’t remember the last time you reviewed your will, checked your beneficiaries on insurance policies or retirement accounts, that’s a big red flag: it’s time. There have been many changes in recent years to the laws that affect…
The rules for distribution notification depend upon a number of factors: is there a will or are the estate assets being distributed outside of probate? What if there’s no will? If a person dies with a will, their will must…
The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we…
It’s likely that the months ahead will see some big changes to IRA and RMD requirements. There’s just no way to know when all of this will occur, especially now that the summer is upon us and Washington prepares for…