February 2015 Posts

  • The 6 Biggest Estate Planning Mistakes

    If you’re like most people, you have the best of intentions with regard to how you want your estate distributed when you die or your affairs handled should you become incapacitated. Unfortunately, without proper planning, your best intentions may not be enough. Here are six of the most common estate planning mistakes people make: ...
  • White House Proposes New Rules to Protect Investors Saving for Retirement

    You might think that the top priority of the broker or financial adviser managing your retirement funds is to maximize your returns, but that’s not always the case. Some steer their clients to bad retirement investments with high fees and low returns because they get higher commissions or other incentives to do so. And there’s nothing currently in the law that requires advisers to put their clients’ interests first....
  • Law boosts ability of those with disabilities to save

    By Ellie Silverman McClatchy Washington Bureau February 11, 2015 ...
  • Can You Be Buried With Your Pet?

    Pets are often regarded as a part of the family and increasingly their needs are accounted for in planning decisions. There is health insurance for pets, and most states allow for “pet trusts” to ensure that a cherished animal will be cared for after the owner’s demise. ...
  • Tougher Reverse Mortgage Rules to Take Effect

    Beginning March 2, 2015, borrowers will have to pass a financial assessment before they can take out a reverse mortgage. ...
  • Estate Planning for a Single Person

    If you are single, you may not think you need to plan your estate, but single people are in as much need of a plan as anyone else. ...
  • Case Illustrates Need for a Formal Contract When Paying Relatives for Care

    A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help. ...
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