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Protect yourself from manipulation in estate planning

May 5, 2021

When people, family members, become quite elderly or ill, they also become susceptible to manipulation from those who will defraud or steal. Targeted attacks on vulnerable older people to exert what attorneys deem "undue influence" constitutes elder abuse. It disrupts the older persons' impulse to provide for loved ones and instead leaves assets to the manipulator.

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5 Reasons You Shouldn't Use a 401K and IRA as Retirement Accounts

Your 401(k) plan may have left you with one hefty retirement pillowcase, but it does come with serious baggage during your golden years. It is impossible to argue against the early stages of a 401(k) when employers match your contribution to the plan. You can take advantage of the tax breaks because contribution money comes out of your paycheck before calculating taxes and that money compounds every year. When you retire, however, the tax impact of a 401(k), 403(b), or traditional IRA can become significant.

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Have You Changed Your Health Care Directives Since COVID

April 14, 2021

As we continue to endure the various effects of the on going pandemic, we are forced to reevaluate and assess our assets and overall health.The little COVID-19 clinical information relating to treatment options and likely outcomes based on personal health history should lead all of us to the same conclusion; hope for the best, be prepared for the worst.

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Where Should My Loved One Needing Care Live?

April 28, 2021

It’s hard to know when our older loved one is having trouble living safely at home and, with aging in place continuing to increase in popularity, this is an issue many of us face.

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