The “Stretch” IRA

The “Stretch” IRA
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 with Blended Families
Estate Planning with Blended Families
Estate planning and end-of-life issues are often difficult to discuss. These discussions may become even more difficult when blended families (more…)
Divvying Up Your Assets
Divvying Up Your Assets
“Fact is, money does crazy things to families.” An article on Forbes website discusses how money has the capability to (more…)
Property Distribution Planning
Property Distribution Planning
“Research concerning property distributions at death has shown that the distribution of personal effects is responsible for more family acrimony (more…)
Outside-the-Box Dementia Care
Outside-the-Box Dementia Care
Did you know that the average cost of care for dementia patients in the community in the US ranges from (more…)
The Facts About Required Minimum Distributions
The Facts About Required Minimum Distributions
Do you know the rules regarding required minimum distributions (RMDs)? In USA Today, a reader posed the question; Q: I’m (more…)
The Ethical Will
The Ethical Will
Most people are familiar with documents like the “Last Will and Testament” and the “Living Will.” These are legally-binding documents (more…)
New York State Estate Tax Law Modifications
New York State Estate Tax Law Modifications
As of April 1, 2015 modifications were made to the New York State Estate Tax Law. In brief, the estate (more…)
Compiling Your Personal Records
Compiling Your Personal Records
Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your (more…)
Speaking About Alzheimer’s
Speaking About Alzheimer’s
The cover of the current Alzheimer’s Association report, 2015 Alzheimer’s Disease Facts and Figures reads, “Alzheimer’s Disease is the sixth-leading (more…)