Posts in 2019

Dec 30 How Do I Avoid Unintentionally Disinheriting a Family Member?

How Do I Avoid Unintentionally Disinheriting a Family Member? When an account owner dies, their assets go directly to ...

Dec 23 New Law Set to Make Big Changes to Retirement Plans

New Law Set to Make Big Changes to Retirement Plans: Congress is expected to pass a spending bill that contains major changes to ...

Dec 19 Can You Tackle Elder Law on Your Own?

Can You Tackle Elder Law on Your Own? What usually happens when people do their own estate planning or work on elder law issues, ...

Dec 18 Simple Mistakes to Avoid in Estate Planning

There’s so much information available today, good and bad, that it is not always easy to know which is which. Just as we should ...

Dec 17 State Health Insurance Assistance Programs (Ships) for Seniors

State Health Insurance Assistance Programs (SHIPs) for Seniors: The Medicare system can be overwhelming and confusing, but you do ...

Dec 12 How Much Will I Really Spend in Retirement?

How Much Will I Really Spend in Retirement? People are living longer today, compared to previous generations. This means that ...