Latest Articles
What Is the Difference Between a 401(K) And an IRA?
Oct 10, 2014
The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussi...
Read MoreThe State of Estate Taxes
Oct 10, 2014
In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...
Read MoreEstate Planning in the Age of Blended Families
Oct 10, 2014
More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent,...
Read MoreHow Parents Can Provide For A Caregiver Child
Aug 14, 2014
Taking care of a parent can be a full-time job. Children may have to give up paying jobs in order to...
Read MoreWhen Should You Update Your Estate Plan?
Aug 14, 2014
Once you’ve created an estate plan, it is important to keep it up to date. You will need to revisi...
Read MoreDo You Pay Capital Gains Taxes on Property You Inherit?
Aug 14, 2014
When you inherit property, such as a house or stocks, the property is usually worth more than it was...
Read MoreReport Reveals Thefts From Nursing Home Trust Funds
Feb 18, 2014
An investigative report has found that many nursing homes are mishandling resident’s funds. USA...
Read MoreNine (Potential) Problems With Your Trust
Feb 18, 2014
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and...
Read MoreNew Guides Help Those Appointed to Manage Someone Else’s Money
Feb 18, 2014
Have you been officially asked to manage someone else’s money? For example, have you been named as...
Read MoreUnderstanding Medicaid’s Spousal Asset Protection Rule
Oct 26, 2013
Medicaid law provides special protections for the spouses of Medicaid applicants to make sure the sp...
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