Can Women Slow Mental Decline?
Take a job earlier in life if you are a woman who wants to keep cognitive decline at bay in your later years.
Can My Family Benefit From A Special Needs Trust?
5 Reasons to Consider a Special Needs Trust Here are 5 common reasons for establishing a special needs trust that applies to your family member with a disability. Dawn Doebler, MBA, CPA, CFP®, CDFA®, Senior Wealth Advisor In my last article,…
WHERE SHOULD YOU KEEP YOUR ESTATE PLAN?
Having a comprehensive estate plan won’t do you much good if no one can find it. Making and distributing copies of your estate planning documents are an incredibly important part of making sure your wishes are both known and followed.…
Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
Am I a Senior Citizen?
There is no clearly defined age when you become a senior citizen. Some people might consider themselves seniors when they retire from the workplace, sign up for Social Security or begin to spend their retirement savings, but others aren't ready to call themselves a senior citizen yet.
Inheritance Laws in Florida
Inheritance Laws in Florida Chris Thompson, CEPF® SEP 11, 2019 In Florida, there are no state taxes related to inheritance and the estates of those who have died. Below you’ll find detailed information about how the state handles its residents’ estates…
What Should I Do When My Spouse Dies?
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
What Is a Marital Trust and How Does It Work?
What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…
Britney Spears: “I Just Want My Life Back”
Britney Spears: “I Just Want My Life Back” Britney Spears opened up to a Los Angeles Judge on Wednesday. She told the judge that "she had been drugged compelled to work against her will and prevented from removing her birth…
How Charitable Giving Can Reduce Your Taxes and Your Medicare Premiums
How Charitable Giving Can Reduce Your Taxes and Your Medicare Premiums 06/18/2021 Christopher A. Mattern Many people give donations at year-end to support their favorite charities—and to reap the tax benefits of doing so. But what many generous folks don’t realize…