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Key Estate Planning Documents For Seniors
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When financial planner Darcie Guerin’s 20-something daughter informed her she was getting married, Guerin says she replied, “Well, if you want me to come to the wedding, you and your fiancée have to first have your HIPAA and Power of Attorney forms signed for me.”
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7 common myths that can ruin your retirement
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Most Americans have long ago come to the conclusion that retirement isn’t going to be all travel and tennis.
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When Does Money Matter Most
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Advisors know well that being wealthy doesn’t guarantee happiness (just as Lennon and McCartney knew that money can’t buy you love), but it seems that there should be some correlation between wealth and happiness.
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15 Cheapest - Expensive States for Long-Term Care Costs - 2015
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Genworth study breaks down costs for adult day care, home-based help and nursing homes.
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Outline - IYM Week 3 - Evelyn Zohlen
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View the “It’s your money” Financial Planning Workshop.
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9 Estate Planning Pitfalls to Avoid
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Changes in both demographics and tax laws require a massive rethinking of estate planning strategies.
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6 costly estate-planning minefields, and how to avoid them
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Failing to take action or making the wrong moves can be costly for you and your heirs. Here are six blunders experts told us they see most often, and what to do instead.
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Kotlikoff - Social Security's Rules Ripping Off Recipients
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The Social Security expert on why high-income clients fail to plan at their peril, and why to never ask the SSA for advice.
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The Trouble With Disclosure - It Doesn't Work
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Over the last century, disclosure and transparency have become our regulatory crutch, the answer to every vexing problem.
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Donating Real Estate
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Charitable gifts of real estate can be a great way for a client to avoid capital gains taxes, generate an income tax deduction and achieve personal objectives such as leaving a legacy by making a substantial gift to the client’s favorite charity.
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