Watch Out for Predatory Tax Liens on Your Family Home
As our parents and other loved ones age, they may need a little more attention from us. Parents, grandparents, aunts and uncles, or even neighbors who are aging may want to be seen as strong and independent. Often, however, their abilities to take care of household and financial affairs begin to erode as they get older.
The Best Gift You Can Leave to Your Loved Ones
A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014.
Planning for Charitable Giving
January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities.
Trusteed IRAs: An Estate Planning Tool to Consider You may be familiar with IRAs
You may be familiar with Trusts. You may not be familiar, however, with the ‘trusteed IRA’, what many financial planners and estate planning attorneys are touting as an excellent and elegant financial planning tool, particularly for well-off baby boomers.
Retirement Planning Reality Check
The National Institute on Retirement Security states that the funds American workers have set aside for retirement are inadequate to the tune of trillions of dollars. Why? Well as the old adage goes, failing to plan is as good as planning to fail.