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...

The State of Estate Taxes

Oct 10, 2014

In January 2013, Congress permanently set the amount that an individual can transfer tax-free either...

Estate 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,...

How 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...

When 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...

Do 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...

Report 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...

Nine (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...

New 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...

Understanding 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...