Aging.gov: A New Resource for Older Americans and Their Families

Feb 8, 2015 | Elder Law

Aging.gov:  A New Resource for Older Americans and Their Families More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration.  The goal of this website is to act...

New Year’s Planning Tip #2 – Check Your Beneficiary Designations

Jan 3, 2015 | Estate Planning

New Year’s Planning Tip #2 – Check Your Beneficiary Designations Now that the chaos of the holiday season is behind us, it’s a great time to make a New Year’s resolution to update your estate plan.  One area of planning that many people overlook is their...

The Clock is Ticking on Maxing Out Your 2014 Retirement Plan Contributions

Dec 24, 2014 | Financial Planning

With the end of 2014 fast approaching, now is the time to take a look at your year-to-date retirement plan contributions to see where yours stand when compared with the 2014 contribution limits. Summary of 2014 Retirement Plan Contributions Limits Depending on how...

Inherited IRAs are Not Protected from Creditors – U.S. Supreme Court

Jul 17, 2014 | Estate Planning

On June 12, 2014, the U.S. Supreme Court—in a unanimous decision—ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse are not retirement funds and therefore are not protected from the beneficiary’s creditors in bankruptcy. The...