Although the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reduced the importance of estate tax planning for many, it didn't obviate the need for estate plans for non-tax reasons such as asset protection...
How do we deal with a client's diminishing capabilities? We need to encourage families to engage in important discussions about allowing an agent to determine when a client's diminished capabilities render her unable to make certain critical...
As practitioners in the world of estate planning and elder law, we're all aware that America's aging population faces countless and challenging legal issues. Beyond our normal scope of expertise, there are a plethora of issues that the elderly...
Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a survey by Brightwork Partners and sponsored by Putnam Investments.
Are immediate annuities about to finally get some respect...
The political battle over Medicare's future should concern any financial adviser helping clients plan for the cost of health care in retirement. But no matter how the fight ends, rising health care costs pose a threat to your clients' retirement...
