by Christine | Aug 11, 2015 | Financial Planning, Retirement Planning |
With two-thirds of Americans experiencing disruptions to their retirement planning resulting from divorce, major illnesses, unemployment or business troubles, the road to retirement has become bumpier than ever, according to a new TD Ameritrade survey. The challenges...
by Christine | Aug 10, 2015 | Elder Abuse, Elder Law |
After a long and high profile life of philanthropic endeavors, socialite Brook Astor died in 2007 with an estate worth $200 million. Two years later, her son Anthony Marshall was convicted of stealing millions from her. Astor suffered from dementia, and...
by Christine | Aug 7, 2015 | Reverse Mortgage Loan |
Caution is urged when considering a reverse mortgage as a solution to financial problems during retirement years. Television commercials targeting seniors leave out most of the unpleasant parts of a reverse mortgage. Rates and fees are extremely high and the...
by Christine | Aug 6, 2015 | Asset Protection, Elder Law, Estate Planning, Estate Tax, Living Trust, Trusts, Wills |
Of all the hated taxes in the U.S. tax code, the estate tax is handily the single most hated tax, particularly among wealthy families who must pay it. In an effort to preserve wealth across generations, these families rely on the use of complex strategies to transfer...
by Christine | Aug 5, 2015 | Long Term Care |
A survey conducted by the National Association of Area Agencies on Aging, National Council on Aging and UnitedHealthcare reveals a frightening statistic in the United States of Aging survey. 97% of professionals supporting people 60 and older believe that seniors will...
