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394 items found for "scams on elderly"
- How Not to Do It: Spending the Inheritance on Royal Souvenirs and Strippers
Mother and son turned on each other, one family member went to prison and tarnished a name once associated
- How’d that Valentine Gift Work for Ya This Year?
The article “Plan ahead to reduce stress on loved ones” provides a list of things to consider that would Planning to make difficult times easier on the ones you love may be the best gift ever. Reference: Appleton Post-Crescent (February 13, 2016) “Plan ahead to reduce stress on loved ones” #LeagueCityEstatePlanning
- What to Do With 529 Leftovers
One of the cool things about 529 plans is that you can change the beneficiary to another qualifying family In addition, your estate planning attorney may suggest that you one day use a 529 plan as an estate-planning
- A Hard Look at IRAs as Beneficiaries
Just one beneficiary who can’t be ascertained as a designated beneficiary can disqualify the entire trust If there are multiple beneficiaries, the oldest one’s life expectancy will be used to determine required
- Attention Gen Xer’s: Mid-Life Planning is Calling
One way to become debt-free is to increase your principal payments. If you don’t already have a Roth IRA account, consider adding one for tax-free income in retirement.
- Secure Intellectual Property Rights for Your Estate
One idea is a life insurance policy purchased and owned by an Irrevocable Life Insurance Trust (ILIT)
- Want Estate Planning? No, You Need It!
Daily News recently published an article, entitled “Estate Planning – It’s a Need,” that explained how one
- What to Donate and Who Should Do It
property for which you plan to claim a deduction is greater than $5,000—or if the deduction for any one You can’t donate that old plaid sofa in the basement—the one that no one would ever use—just to get it If the amount you are donating to one organization is more than $250, you’ll need a written receipt itemizing
- Make Lower RMDs When Your Retire
Tax-Smart Ways to Lower Your RMDs in Retirement,” says that unlike dubious foreign tax shelters, this one
- Retirement Tips and Answers to Tough Questions
happens, and people wonder if they need to throw away their wills and powers of attorney and draw up new ones A will that is valid in your current state (one that was created and signed in accordance with that state Why take the chance that a power of attorney in one state might not pass muster in another?
- Taking Care of Your Furry Friends When You Die
As a result, there’s no one in the retirement community to help them out.
- Celebrity Estate Planning Leaves a Lot to Be Desired
One would think that big stars like Prince would have a team of high-powered advisors, compared to the
