Latest Articles

Required Minimum Distributions: Perils and Pitfalls

Oct 28, 2016

Remember that old fable about the ant and the grasshopper, in which the grasshopper spent his summer...

Understanding the Tax Consequences of Inheriting a Roth IRA

Oct 24, 2016

While many people have a Roth IRA as part of their estate plan, comparatively fewer are aware that a...

Do I Need an Estate Planner? A Financial Planner? Or Both?

Oct 07, 2016

You know you've got to plan for your future: college for the kids, retirement, and security for your...

What You Need To Know About Medicare Open Enrollment For 2017

Sep 29, 2016

The open enrollment period for 2017 Medicare coverage begins on October 15, 2016, and continues thro...

How To Vote While In A Nursing Home

Sep 20, 2016

Although voting is the hallmark of a democracy, it isn't easy if you are in a long-term care facilit...

Estate Planning With Real Estate in Multiple States

Sep 15, 2016

It's not uncommon for people to own real estate in multiple states. A common scenario is an individu...

Choosing an Executor for Your Estate: What to Consider

Aug 29, 2016

You know you should have a will, and you've finally gotten around to making an appointment with an ...

Protecting Your Child’s Inheritance From Divorce

Aug 26, 2016

You love your children more than anything, and you've spent your life working hard to provide for th...

Helping Loved Ones Financially Without Incurring Gift Tax

Jul 28, 2016

When a family member or friend is in financial need, and you have the means to do something about it...

Leaving Money to Minor Children Can Cause Major Problems

Jun 14, 2016

What would happen to your children if anything happened to you? That question strikes fear into the ...