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Saved Articles

  • Local Entertainment And Events Calendar: Including Virtual Events

    You'll always know where the fun's going on with our interactive local events calendar featuring social sharing, images, videos and ticket links. Click through to see what's happening or to add your own local events.

    Saved on 06-12-2018 - Remove
  • Consider Digital Assets in Estate Planning

    Who will let your professional online network know that you've passed away? How will your executor access your passwords and PINs? Click through to see the latest ruminations on estate planning for digital assets.

    Saved on 07-01-2020 - Remove
  • Upcoming April Events. NM and AZ - RSVP Today

    Q&A Schedule and NM Seminars - Register for an event near you.
    (Click title to see schedule)

    Saved on 06-12-2018 - Remove
  • How to Choose a Financial Planner

    Financial planners advise clients on how best to save, invest and grow their money. Click through to see how they can help you tackle a specific financial goal like buying a house or getting a macro view of your money and the interplay of various assets.

    Saved on 06-12-2018 - Remove
  • How to Choose a Credit Card

    No single credit card is better than all others in all categories for all people. Click through to learn how to choose a card that best fits your spending habits and credit situation.

    Saved on 03-17-2020 - Remove
  • 4 Signs It Might Be Time to Downsize

    Have your kids flown the nest, leaving you with a little extra space on your hands? That big house might be too big now. Click through for some good reasons to downsize your living space, while upgrading your life.

    Saved on 06-12-2018 - Remove
  • Do You Need Long-Term Care Insurance?

    It's a complicated question, and there are no easy answers. To find out what's right for you, you have to consider all your options. Click through for an overview of the complicated world of long-term health planning.

    Saved on 06-12-2018 - Remove
  • The 'No Child' Estate Plan

    The two main tasks for childless couples are disposing of property and assigning power of attorney — who will handle your medical and financial affairs if you're incapacitated? Click through to get a feel for the balancing act in front of you.

    Saved on 06-12-2018 - Remove
  • Divorce: The Long-term Asset Issues

    It's a staple of TV melodrama: the divorced spouses each complaining that they were the one who really lost in the divorce. But what really happens? Click through for some insights into asset division in divorce.

    Saved on 06-12-2018 - Remove
  • Special Video Report: Estate Planning Is About Tax Savings and More

    Conventional wisdom holds that estate planning is just about making sure money flows smoothly to the next generation. But there's a lot more to it. Click through for a video that outlines the full range of estate planning.

    Saved on 06-12-2018 - Remove
  • Can You Leave Your IRA to Charity?

    Looking to give yourself a tax break and do some good? It's legal, and often advantageous, to leave your IRA to a charity. Click through to learn the rules behind this strategy.

    Saved on 06-12-2018 - Remove
  • What Are Gerontologists and How Can They Help?

    Gerontology studies the physical, mental and social aspects of aging and their long-term implications. Click through to see how gerontologists can maximize older people's functioning to achieve a high quality of life.

    Saved on 06-12-2018 - Remove
  • A Key Homeowner Tool: The Qualified Personal Residence Trust

    QPRTs can be one of the best strategies a homeowner can use in estate planning, but you need to know the details. Click through for an outline of what QPRT is, how it can work, and whether it might be right for your estate plan.

    Saved on 06-12-2018 - Remove
  • Steps to an Active Retirement

    The end of your 9-5 life is not an ending at all -- it's a beginning! Welcome to the most exciting time of your life. Click through to get started on an active retirement that's limited only by your imagination.

    Saved on 06-12-2018 - Remove
  • Navigating the Complex World of Step Families

    When a new marriage blends two families, there are not only major emotional implications, but financial ones as well. Click through for some insights into trusts and other techniques to help ensure harmony in the new family.

    Saved on 06-12-2018 - Remove
  • Life Insurance Trusts: Powerful Tax-Savings Vehicles

    If an estate is large enough, it can get hit by federal and state estate taxes. Fortunately, a life insurance trust can let you plan around these taxes. Click through for an introduction to this useful estate planning tool.

    Saved on 06-12-2018 - Remove
  • How to Select a Caregiver for Seniors

    It's one of the most important decisions you will have to make: who will take care of an elderly loved one? Click through to learn who may be able to provide referrals, and how to make sure a candidate is right for the job.

    Saved on 06-12-2018 - Remove
  • What to Know About 'Power of Attorney'

    A power of attorney allows you to appoint a person or organization to manage your affairs if you become unable to do so. Click through to discover the different types of powers of attorney with different levels of control.

    Saved on 06-12-2018 - Remove
  • Living Wills: Everybody Should Have One

    It's hard to contemplate, but there may come a time in your life when you can't make decisions for yourself. That's what a living will is for. Click through to find out how these work and why you need one.

    Saved on 06-12-2018 - Remove
  • Travel Tips for the Golden Years

    Let's start with a simple idea: Ditch the tours where everything is planned for you—airline tickets, meals and sightseeing. Travel without a tour guide and a set itinerary. Click through to see how your golden years can become a real adventure.

    Saved on 06-12-2018 - Remove
  • Can You Challenge a Will?

    It's a staple of TV melodrama: angry family members challenge the will of a millionaire who left everything to his wife of three months. But does that really happen? Click through to discover the real facts of contesting a will.

    Saved on 06-12-2018 - Remove
  • Are Adult Children Responsible for Their Parents' Care?

    Are adult children responsible for their parents' medical care, not just morally, but legally? Click through to learn what the rules are if you're one of the many people who live in a filial care state.

    Saved on 06-12-2018 - Remove
  • It's Time to Celebrate Advance Care Planning

    National Healthcare Decisions Day -- April 16 -- is being promoted to inspire, educate and empower the public about the importance of advance care planning. Click through to see how making future health care decisions can help you express treatment preferences.

    Saved on 06-12-2018 - Remove
  • Get the Inside Scoop on Annuities

    Annuities can be a good way to ensure a steady stream of income in retirement, but you need to do a lot of investigating beforehand. Click through to find out if annuities are right for you, and how to choose one.

    Saved on 06-12-2018 - Remove
  • How to Leave a House to Heirs

    If you're a parent, you probably want your children to inherit your home. It's best to plan for it —via estate planning. Click through to learn the choices available to you.

    Saved on 06-12-2018 - Remove
  • What to Know About Abusive Tax Shelters

    Abusive tax avoidance schemes. Uh-oh. Tax avoidance is defined as legally using tax rules to reduce tax payable to federal and state authorities. Click through to get a leg up on the difference between legal tax shelters and tax evasion.

    Saved on 06-12-2018 - Remove
  • Retirement: Looking Beyond the Financials

    Everyone is concerned with saving enough for retirement, and rightly so. But there's more to creating a successful post-work life than having sufficient funds. Click through for some advice on the nonfinancial aspects of retirement.

    Saved on 08-24-2020 - Remove
  • Adult Children and Filial Responsibility Laws

    In some jurisdictions, special laws may require adult children to contribute to their parents' care if Medicare isn't yet applicable. But federal rules may actual block their enforcement. Click through to learn more about filial responsibility.

    Saved on 07-18-2020 - Remove
  • When It's Time to Take Money Out of Retirement Plans

    We spend much of our working life focused on how much we put into our retirement accounts. But eventually we have to focus on money coming out of the accounts. Click through for some guidance on the distribution rules.

    Saved on 08-16-2020 - Remove
  • Sharing Homes in the Golden Years

    Today, there are more options than ever for senior citizens, depending on their particular needs and wants. One of the most exciting new choices is "homesharing." Click through to find out how it works.

    Saved on 08-13-2020 - Remove
  • How to Choose a Guardian for Your Child

    Although no one likes to think about it, an important responsibility of parenthood is making sure your children are provided for if you're not around. Click through for a quick guide to making those crucial plans.

    Saved on 09-13-2021 - Remove
  • Planning With Stepchildren

    Estate planning is complex in any situation, but when you add stepchildren into the mix, the potential problems become exponentially harder to solve. Click through to learn how to approach blended families with sensitivity and fairness.

    Saved on 10-04-2021 - Remove
  • IRAs to Charity: A Useful Estate Planning Technique

    The basic goal of an IRA is to give you money to live on in your retirement years. But it can complicate your estate plan if you leave IRA funds for your family to inherit. Click through to learn about the advantages of leaving your IRA to charity instead.

    Saved on 08-13-2020 - Remove
  • What's Up With Dynasty Trusts?

    When we say "dynasty" we mean "dynasty." Indeed, these trusts can theoretically last for more than 100 years. How's that for a long-term trust? Click through to learn how to keep the wealth through the generations.

    Saved on 07-01-2020 - Remove
  • Adult Communities: The Pros and Cons

    When the kids are out of the house and retirement is on the horizon, many adults consider moving to the so-called 55+ communities. Is this right for you? Click through to learn more about this popular residence option.

    Saved on 09-13-2021 - Remove
  • Special Need Solutions for Special Needs Children

    Parents may worry about what the future holds for their special needs children, but fortunately they don't have to leave their family's well-being to chance. Click through for some guidance in planning for your children's long-term security.

    Saved on 03-13-2020 - Remove
  • The Rise of Robo Trading

    Robo investing is a relatively new form of algorithmic trading. Click through to discover how it's providing new and easily accessible ways for individual investors to enter the stock market.

    Saved on 09-13-2021 - Remove
  • What To Know About Elder Scams

    The elderly may be especially susceptible to scams. What can you do to protect an aged parent or other older loved one? Click through to learn about the kinds of cons that are out there so you can recognize the signs.

    Saved on 09-13-2021 - Remove
  • How to Leave Your Indivisible Wealth to Your Heirs

    You can divide bank and brokerage accounts among multiple heirs. But how do you divide a watch inherited from your great-grandfather? Or the earrings your mother received when she turned 21? Click through for some inheritance advice.

    Saved on 07-05-2020 - Remove
  • How to Divide Things, Not Families

    Don't want to get into arguments with your siblings over your parents' stuff? Click through to read guidelines on division of property to steer into a calmer scenario.

    Saved on 03-18-2020 - Remove
  • How Does the Gift Tax Work?

    Is it truly better to give than receive? Ask the IRS. Even if you give gifts to relatives and friends, the government wants its piece of the action. Click through for some details on the little-known gift tax.

    Saved on 01-14-2021 - Remove
  • New Pension Plan Limitations Announced

    The IRS is taking into account cost-of-living adjustments on pension plans and other retirement-related accounts for tax year 2021. Click through for some good news for many who want to put away a little more.

    Saved on 01-14-2021 - Remove
  • Estate Planning If You're Living Overseas

    Estate planning is complex enough, and when you're living overseas, that just makes it worse. Click through to learn about the myriad techniques that can mitigate the punitive effect of transfer taxes.

    Saved on 01-14-2021 - Remove
  • What Is Your Job as a Trustee?

    It's no accident that the word "trust" is embedded in "trustee." If someone has appointed you as a trustee, it means the person believes he or she can rely on you. Click through to discover what your responsibilities will be.

    Saved on 01-14-2021 - Remove
  • Get the Lowdown on Probate -- And How to Avoid It

    Almost everyone has heard the term "probate," but many have only a vague idea of what it means and all the steps involved. Click through for an introduction to the probate process, and tips on how to get through it or even avoid it entirely with trusts.

    Saved on 01-14-2021 - Remove
  • Should You Put Your House in a Trust?

    Placing your home in a trust has advantages, like avoiding probate court, but there are a lot of details to get through. Click through to help figure out if this is the right move for you and what it involves.

    Saved on 08-14-2020 - Remove
  • Is a Reverse Mortgage Right for You?

    As you reach your sunset years, you may want to remain in your house but still tap the equity you built up over the years. Click through to find out if a reverse mortgage can solve your problems and how to get started.

    Saved on 01-20-2019 - Remove
  • How To Pick an Executor

    What qualities might you consider when choosing an executor for your estate? Are there certain skills and characteristics he or she should have? Click through for some tips on picking someone to fulfill your final wishes.

    Saved on 09-14-2021 - Remove
  • How to Put Charity in Your Will

    Your alma mater, your local public radio station, and other charities remind you to make them part of your estate plan. Click through to learn how you can take care of the charities that mean the most to you.

    Saved on 03-23-2020 - Remove
  • Financial Planning and Stepchildren

    About 35% of all married couples and 40% of couples that are married with children include a partner who has a child from a previous relationship. Click through for tips on division of assets with stepchildren.

    Saved on 04-21-2021 - Remove
  • How To Choose a Funeral Home

    Few people like to think about it, but at some point, many of us will have to do it for a loved one. What factors do you need to consider? Click through to learn how to make a choice that satisfies your financial and emotional needs.

    Saved on 04-21-2021 - Remove
  • Personal Finance Goals

    With the COVID-19 vaccine being distributed, perhaps it's time to take a look at your financial goals as we emerge from the pandemic. Click through for some thoughts on taking stock of your personal financial goals.

    Saved on 04-21-2021 - Remove
  • How Early Is Too Early for Estate Planning?

    For many people, by the time they think they're ready for estate planning, they're doing it much later than they should be. It's never too early to get started. Click through for some thoughts on launching an estate plan now.

    Saved on 08-20-2020 - Remove
  • In Search of a Financial Advisor

    Almost everyone could use some help managing their money, from the modest to the wealthy. How do you find someone reliable? Click through for some insights into choosing and working with a financial advisor.

    Saved on 03-19-2020 - Remove
  • Medicaid Trusts: Key for Long-Term Medical Planning

    Is it possible to protect your estate and still qualify for Medicaid? Yes it is, with the right kind of trusts. Click through to learn about the different kinds of Medicaid trusts and how they might be able to help you.

    Saved on 06-21-2018 - Remove
  • You've Just Received an Inheritance — Now What?

    You know that you should properly manage and invest an inheritance. There are a number of tax and other practical considerations. Click through for practical estate-planning advice.

    Saved on 06-21-2018 - Remove
  • What Dead Celebrities Can Teach Us About Estate Planning

    The news is always full of celebrities who die and leave their estates in a mess for heirs to fight over for years. Click through to learn how to make sure your heirs don't end up like that.

    Saved on 06-21-2018 - Remove
  • What's the Deal on 55+ Communities?

    You're not ready for a nursing home, but you just might be finished with the large family house and the chores that go with it. Click through for some insights into senior communities to decide whether they might be right for you.

    Saved on 06-21-2018 - Remove
  • Choosing a Bank for Your Personal Needs

    Paying too many bank fees? Want to find another institution? Click through to wade into the marketplace of national, community and digital-only banks as well as credit unions.

    Saved on 07-09-2020 - Remove
  • Making the Difficult Choice: Picking a Guardian for Your Child

    You can't bear to think about it: What will happen to your child if you're not around? You need to consider a guardian. Click through for some advice on making sure your loved ones are taken care of no matter what.

    Saved on 06-21-2018 - Remove
  • What to Know About the In-Law Suite

    Intergenerational living and in-law suites. These can work out well for everyone, if done right. Click through to see how expectations of the proposed new household arrangement can work for everyone.

    Saved on 08-24-2020 - Remove
  • Nursing Homes: Not the Only Option

    When you get old, you'll definitely end up in a nursing home. Wrong! Increasingly, the elderly are finding a wider array of options. Click through for a quick introduction to other choices for the aged.

    Saved on 03-27-2020 - Remove
  • Get your questions answered at a Q&A

    Register for an event near you.
    (Click title to see schedule)

    Saved on 07-13-2020 - Remove
  • Great Vacations for the Elderly

    What are good vacation plans when you're getting on in years and aren't as active as you once were? Click through to find out why you don't have to stay home just because you're entering your golden years!

    Saved on 07-20-2020 - Remove
  • How to Avoid the Big Estate Planning Errors

    Estate planning is an essential long-term task, and errors made early in the process and not corrected quickly can become nightmares later on. Click through for helpful advice on avoiding the biggest pitfalls.

    Saved on 03-31-2020 - Remove
  • It's Time to Organize Your Estate

    No matter what age you are, it's not too early or too late to get a handle on your estate, to make sure it passes smoothly to your spouse, children, and any charities. Click through to learn how to get started.

    Saved on 03-31-2020 - Remove
  • Encouraging News About Parkinson's Disease

    Parkinson's disease is a progressive disorder of the nervous system, and there is currently no cure. But that may change. Click through for some promising results from research teams around the world.

    Saved on 07-16-2020 - Remove
  • What to Do After a Hurricane

    Did you just get through hurricane? Do you know someone who did? Now comes the time to rebuild and repair homes, businesses and communities. Click through for a helping hand to get you -- or your friends and family -- through the coming weeks.

    Saved on 03-28-2021 - Remove
  • Joint Tenancy: Good Idea or Bad Idea?

    Couples and business partners take title to each other's bank and brokerage accounts, as well as real estate and other personal property. They are joint tenants with rights of survivorship. Click through to see what you should consider before entering such arrangements.

    Saved on 01-15-2021 - Remove
  • Succession Planning for the Family Business

    Smart succession planning can be the key to sustaining your business in the future — and to taking care of your family. Click through to learn how to prepare for turning your firm over to the next generation.

    Saved on 08-26-2021 - Remove
  • Tax Breaks for the Elderly

    Here's some good news for you from the IRS as you get older: You get extra tax breaks. The Internal Revenue Code and other laws contain special provisions for the elderly. Click through to make sure you don't leave anything on the table.

    Saved on 08-26-2021 - Remove
  • What You Don't Know About Estate Planning

    Do you know what estate planning really is? Some people think it's only for the very wealthy, or that they don't have to worry about it until they're old—but those are misconceptions! Click through for the real facts on estate planning.

    Saved on 08-26-2021 - Remove
  • Can GRITs, GRATs and GRUTs Help You?

    Grantor retained income trusts, grantor retained annuity trusts and grantor retained unitrusts reduce the amount of your estate that's subject to gift tax, among many other benefits. However, the impact of these tricky trusts varies widely from case to case. Click through to see whether these strategies can benefit your estate.

    Saved on 08-26-2021 - Remove
  • Being a Trustee: What Are the Responsibilities?

    You've been named a trustee for a trust. This comes with some serious duties and responsibilities. Do you know what they are? Click through for an introduction to what it means to be a trustee.

    Saved on 08-26-2021 - Remove
  • All About Choosing a Nursing Home

    It's not a discussion that anyone enjoys having, but sooner or later, many people will need to choose a nursing home for themselves or a loved one. Click through to find out what questions to ask before making this major decision.

    Saved on 08-26-2021 - Remove
  • Estate Planning With Big Age Gaps

    Estate planning is important for any married couple, and there are special requirements in retirement planning and more when there's a big age difference between the spouses. Click through to learn about the particular needs in age-gap relationships.

    Saved on 08-26-2021 - Remove
  • All About Prenups

    A prenuptial agreement is a written contract created by two people before they are married. Click through for tips on using prenups and what they can include.

    Saved on 08-26-2021 - Remove
  • When To Use a QTIP Trust

    Do you want to provide for a surviving spouse yet maintain control of how your trust's assets are distributed once that spouse dies? The qualified terminable interest property trust may be the tool you need. Click through to learn what a QTIP trust lets you do.

    Saved on 08-26-2021 - Remove
  • How To Find a Retirement Community

    Are you considering future living arrangements for yourself or a loved one? If independent living is still possible but you want to consider long-term needs, retirement communities may be the option for you. Click through to see how they can help.

    Saved on 08-26-2021 - Remove
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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