May 23, 2016 | Elder Law
May Home of National Elder Law Month
Since 1963, the month of May has been a time to focus on issues impacting older individuals. In 2016, this focus is on elder law ...
Learn MoreMay 23, 2016 | Elder Law
Since 1963, the month of May has been a time to focus on issues impacting older individuals. In 2016, this focus is on elder law ...
Learn MoreMarch 8, 2016 |
Unfortunately, identity theft is on the rise and elderly individuals may be most vulnerable to having their accounts hacked. They might not even realize that ...
Learn MoreAugust 17, 2015 |
Although it is certainly possible to achieve a fair amount with reactive planning in an elder law crisis, it is much easier to plan in ...
Learn MoreJune 16, 2015 |
The baby boomer generation is a big one, and the impact on health care services is reported widely throughout the news. According to US News ...
Learn MoreJune 8, 2015 | Asset Protection
Unfortunately, the elderly are frequently targeted in fraudulent schemes because the individuals carrying out these scams believe these individuals are more vulnerable and are more ...
Learn MoreJanuary 30, 2014 |
While every mentally competent individual over the age of 18 should have an estate plan in place, it is especially important that Baby Boomers without ...
Learn MoreSeptember 3, 2013 |
For members of the baby boomer generation, estate planning is about more than organizing their financial affairs. Many Boomers wish to create estate plans that ...
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<p>The post Your CPA, Financial Advisor, and Estate Attorney Should Be Talking—Here’s Why first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post The Tax Opportunities People Often Miss in the Years Between Retirement and RMDs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>