How Does Portability Work?

  • September 16, 2019

Transferring wealth from one generation, while paying the least amount in taxes, is the goal of estate plans where families have significant wealth, as well as regular people. In the past, this required complex tax planning and trust structures. In…

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Medicare Leveraging the Latest Technologies

  • September 12, 2019

Many seniors who are financially stable and choosing to age in place already have a “smart” home employing the sorts of technology that can prolong their independent living circumstances. Family caregivers are freer to move about their daily lives knowing…

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Is There a Limit to the Number of IRAs I Can Own?

  • September 11, 2019

Few people actually plan to have multiple IRAs, but it happens, usually after starting a new job, when it’s easier just to open a new IRA rather than deal with a rollover. Traditional IRA, Roth, SEP, spousal—there’s no legal limit…

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Second Marriages and Money

  • September 6, 2019

Getting married for the second, or third, time, is a little more complicated than first-time marriages. There are usually children to consider, and assets, like a home and retirement savings. By the time you’re ready to walk down the aisle…

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Guide for Newly Appointed Trustees

  • September 5, 2019

Your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she…

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My Spouse Has Died. What Now?

  • August 30, 2019

The loss of a spouse is one of the most stressful events of anyone’s life. It’s a time of great vulnerability, yet there are so many decisions to make and things to do. How do you proceed? Probably the best…

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What Are the Steps to Transfer a Home to Heirs?

  • August 29, 2019

Leaving the home to the family is a lovely gesture that can establish a long-time legacy. Generations who share memories of a home are not that common today, making this a special act. Memories of growing up in a home…

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