A lot of people saw their retirement plans go off-track during the economic downturn of 2007 and 2008. If this includes you and you have to make ... Read More
DIY Estate Planners Beware: Joint Ownership a Risky Tactic
Many people trying to plan their own estates fail to realize that joint ownership is not always a viable estate planning solution. In fact, it's one ... Read More
Estate Tax Hike Included in 2014 Budget
After the passing of the piece of legislation that has been named the American Taxpayer Relief Act of 2012 on January 2, 2013, the estate tax rules ... Read More
Some Baby Boomers Facing Rude Awakening
The baby boomer generation is reaching the typical retirement age at the present time, with about 10,000 people applying for Social Security every ... Read More
Managing the Impact of Alzheimer’s Disease Legally
Just about everyone has heard of Alzheimer's disease, and those who have been touched by it through aging family members are well aware of the impact. ... Read More
New York Estate Story Underscores Importance of Planning
The estate planning community has been abuzz about a very interesting story that is unfolding in New York. Roman Blum, a wealthy former real estate ... Read More