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The Top 5 Estate Planning Mistakes

Estate Planning is about CONTROL. The proper planning enables you to control your life and your finances for your lifetime. If you don’t plan you will lose control. It is as simple as that. Unfortunately many people don’t plan properly and end up making...

Stretch or Inherited IRAs

Under the common rules of tax law, IRA accounts can be very costly to the beneficiary of the IRA. With the exception of the surviving spouse, the remaining beneficiaries may be required to pay income tax (up to 35%) on the IRA account. How do we avoid these taxes?...

A “Graying Trend” In Caregiving

What will you be doing when you’re 73? If you think you will have earned the right to have someone take care of you, think again; you may end up serving as a caregiver for someone else. A recent article in the New York Times describes a new trend in caregiving: the...