How is Income in Irrevocable Grantor Trusts Taxed?
Published: Fri, 02/12/21
How is Income in Irrevocable Grantor Trusts Ta ed? Q. My mother set up an irrevocable grantor trust with your firm as part of her estate planning. Can…
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FREE Live Webinar at 2PM Today: "Learn How to Protect Your Assets from the Expenses of Probate and Long-Term Care"
Published: Thu, 02/11/21
Join Us Today for a FREE Live Webinar at 2PM: "Learn How to Protect Your Assets from the E penses of Probate and Long-Term Care" Thank you to all who…
Are Dementia and Dizziness Related?
Published: Tue, 02/09/21
Are Dementia and Dizziness Related? Joe, who is 56, has e perienced dizziness for a few months now, typically when he gets out of bed in the morning.
What Do Different Generations Care Most About In Their Estate Planning?
Published: Fri, 02/05/21
What Do Different Generations Care Most About In Their Estate Planning? Q. My daughter, Abby, is 30 and newly married. Similar to many of her friends,…
Seniors are Facing Barriers Trying to Get the COVID-19 Vaccine. What to Do.
Published: Tue, 02/02/21
Seniors are Facing Barriers Trying to Get the COVID-19 Vaccine. What to Do. Janet needs to get the coronavirus vaccine. She is 74 and has chronic…
Some Major Changes are Coming to Social Security this Year
Published: Fri, 01/29/21
Some Major Changes are Coming to Social Security this Year Q. I read that the retirement age for Social Security purposes is set to increase by two…
Elizabeth is Missing -- Can Her Friend with Alzheimer’s Find Her?
Published: Tue, 01/26/21
Elizabeth is Missing -- Can Her Friend with Alzheimer’s Find Her? Many films and documentaries have been made about Alzheimer’s and dementia. But,…
How Can I Keep My Brain as Sharp as Possible?
Published: Fri, 01/22/21
How Can I Keep My Brain as Sharp as Possible? Q. The pandemic has been stressful for us all. My husband and I are staying in most of the time and…
Which Veteran’s Benefits are Expanding and Increasing in 2021?
Published: Tue, 01/19/21
Which Veteran’s Benefits are E panding and Increasing in 2021? Chris, a 75-year-old Vietnam veteran, is planning on moving to Northern Virginia to…
Are RMDs Back This Year or Will They Be Waived Again?
Published: Fri, 01/15/21
Are RMDs Back This Year or Will They Be Waived Again? Q. I turned 70 in November 2019. I was planning on taking my first required minimum distribution…