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Financial Firms Roll Out Form Aimed at Stopping Financial Elder Abuse
With cases of financial exploitation of the elderly on the rise, advisors who work with older clients are looking for ways to head off the abuse before it happens. Enter the “Emergency Contact Authorization Form,” a document in which clients can list a trusted person...
Five Things You Need to Know About the Recently Enacted ABLE Act
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered...
One Last Thing: Don’t Miss These 2015 Hot Estate Planning Topics
You have read tons of information this year and often some of the most important information can be overlooked, or requires a 2nd or 3rd take before sinking in. In case you missed any of them, here is a rundown of six hot estate planning topics we covered this year: 5...
Is There an Income Tax Time Bomb Lurking in Your Estate Plan?
As the federal estate tax exemption has ballooned from $1.5 million ten years ago to $5.43 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer Relief Act of 2012...
Happy National Estate Planning Awareness Week!
And you thought you had to wait until Halloween to celebrate something. Think again! In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his colleagues, helped pass a law which declared...
Recent Study Reveals Financial Smarts Remarkably Decline after age 50, Here’s How to Protect Your Older Self
The results of a study recently conducted by Texas Tech University revealed that the ability to make smart financial decisions peaks at age 50. The subsequent post-age-50 decline was observed in both men and women, making both sexes similarly susceptible to financial...
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