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Employers Now May Help Employees with Tax-Free Direct Disaster Relief Assistance
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A Partial Checklist for Your Will
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When Special Needs Children Become Legal Adults
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50 or Older? Here are a Few Retirement Questions for You
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Massive Sweep of Elder Identity Fraudsters but Millions More at Risk
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Zsa Zsa Gabor’s Estate Auction a Festival of Hollywood Bling, Old School Style
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Mortality Rates Might Make You Think Twice About Claiming Social Security
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Tom Benson Excludes Daughter and Grandchildren from his Will
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Lucky Enough to Have an Employer Match?
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Gifting Your Own Funeral: Reasons to Pre-Plan
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Top Three Tax Mistakes by Retirees
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Why You Need Long-Term Care Insurance
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Getting Off to the Right Start the Second (or Third) Time Around
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Latest Trend in Senior Housing: A Micro-House for Grandma
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Fire Safety for the Whole Family
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Data on Retirement and Health for Americans Presents a Challenge
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Lawmakers in Michigan Want to Make Elder Abuse a Felony
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:
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The Big Mistake People Make About Medicare and Assisted Living
:
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What You Need to Know About Wills
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Medicaid Matters—Here’s Why
:
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Handling Harvey: Your Powers of Attorney
:
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Handling Harvey: IRS Tax Relief
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How Does a Living Trust Work?
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More Changes Coming to Medicare in 2018
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How Long Does It Take to Get a Payment from a Life Insurance Policy?
:
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Estate Planning 101: Check Your Beneficiary Designations
:
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How are 401(k)s and IRAs Different?
:
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Seniors continue to be Vulnerable to Lottery Scams
:
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Fake Law Firm Website Scamming Seniors in Houston
:
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:
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The Most Important Decision about Social Security: When?
:
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Your Mid-Year Estate Planning Checklist: 10 Things You Should be Doing Now
:
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Address These Four Concerns for Blended Family Finances
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Leaving a Vacation Home to the Next Generation
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Why “Regular Folks” Need an Estate Plan
:
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Britney Spears Pets Live Large, but Without a Pet Trust, Their Luxe Life Is Vulnerable
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A Legacy of Service Will Continue Now that Estate Battle is Settled
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Retiring in 2017? Take These Steps Before You Make It Official
:
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You May Miss the Estate Tax, but Your State May Have Its Own Death Taxes
:
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Daughter Sues Mom, Charging Her with Draining Her Inheritance
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Welfare Check on Senior Leads to Lawsuit against NYPD Officer
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Minus Michael, the Jackson Estate is All Business
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Wrong Answers to Two Misconceptions about Estate Planning
:
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Millennials, It’s Your Time to Start Planning for the Future
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The Biggest Purchase is Not Your House
:
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Four Decisions at the Heart of Retirement Planning
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Alzheimer’s or Dementia Screening Now Covered by Medicare
:
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RMDs for Retirement Accounts: What You Need to Know
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Senior Weddings Call for a Different Kind of Planning
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From Inside the Firm: Tom’s “Do’s and Don’ts” for Succession Planning
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Not If, But When: Make a Plan for Incapacity
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From Inside the Firm: Tom’s Tax Tips for Succession Planning
:
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Gender Gap isn’t Limited to Income Levels
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When “The Talk” isn’t About the Birds and Bees
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When Naming a Guardian for Minor Children, Don’t Stop at One
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Will You Need a Will in Texas if the Estate Tax is Eliminated?
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Don’t Bury Your Tax Returns, Use Them for Informed Financial Decisions
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Fearing Loss of Control is One Reason People try to Hide Alzheimer’s
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Social Security’s Less Known Customer Services
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Too Old for an IRA? You Can Still Be Tax-Smart
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When the Heir is Not A Family Member
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A Rose is a Rose–But One Power of Attorney is not The Same as Another
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Make Sure Your Divorce Degree Aligns with Your Estate Plan and Vice Versa
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It Takes More than a Nest to Protect Your Retirement
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Not Having a Will is Risky Business