The “Stretch” IRA

Did you know that if you die owning traditional retirement accounts, such as 401(k) plans and IRA’s that the income (more…)

Estate planning and end-of-life issues are often difficult to discuss. These discussions may become even more difficult when blended families (more…)

“Fact is, money does crazy things to families.” An article on Forbes website discusses how money has the capability to (more…)

“Research concerning property distributions at death has shown that the distribution of personal effects is responsible for more family acrimony (more…)

We speak a lot about how uncomfortable conversations regarding end of life can be. Oftentimes, people will even avoid creating (more…)

Did you know that the average cost of care for dementia patients in the community in the US ranges from (more…)

Do you know the rules regarding required minimum distributions (RMDs)? In USA Today, a reader posed the question; Q: I’m (more…)

Most people are familiar with documents like the “Last Will and Testament” and the “Living Will.” These are legally-binding documents (more…)

As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate (more…)

We were recently informed about a resource that we believe will be helpful to many individuals who read our blog. This resource is The Caregiver’s Guide to Financial Planning in the Shadows of Dementia. Planning is very important for all people but it is especially important when a person is...