Retirement Planning

There are some serious drawbacks to many options for giving gifts to grandchildren. Either there are no tax or estate planning advantages, or you have no control of the funds (or lose control after a certain point), or the money...

Elderlaw 101

This type of account, named for Section 529 of the Internal Revenue Code, enables you to reduce your taxable estate while earmarking funds for the higher education of a grandchild (or any other family member). ...

Elderlaw 101

Retirement has changed radically over the last several decades in America. Years ago, when you expected to work most of your life for a single, large employer, you could count on a pension. ...

Elderlaw 101

If you are about to turn 70,and have delayed claiming Social Security retirement benefits up till now, you are joining an elite group, but it’s important to know when and how to claim.

Elderlaw 101

The terms 401(k) and individual retirement account (IRA) are bandied about quite a bit when discussing retirement planning, but what are the actual differences between the two?...

Elderlaw 101

For many Medicaid applicants, individual retirement accounts (IRAs) are one of their biggest assets. If you do not plan properly, IRAs can count as an available asset and affect Medicaid eligibility requirements.

Medicaid 101

There are as many opportunities to grow money as there are people with great ideas.  Here is a survey of types of investment what you might consider before making choices on saving for retirement. ...

Elderlaw 101

Retirement has changed radically over the last several decades in America. Years ago, you expected to work most of your life for a single, large employer and you then count on a pension. ...

Elderlaw 101

The main goal before you retire is to make sure that you have enough money when you do retire so you can maintain your standard of living. ...

Elderlaw 101