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New Law Gives Eligible Pass-Through Businesses a Special Tax Break
Federal income tax rates for C corporations have been reduced to a flat 21%, starting in 2018 under the Tax Cuts and Jobs Act (TCJA)....
How Can Mom or Dad Still Live at Home?
There may come a time when your parent is no longer safe living at home due to physical or emotional/social concerns. Instead of moving...
Close-Up on Mortgage Interest Deduction Rules
The Tax Cuts and Jobs Act (TCJA) imposes new limits on home mortgage interest deductions. Here's how the changes could affect your tax situation.
The Basics
For...
Beware of Predatory Lenders
Older Americans have often built up one solid form of financial security -- equity in their homes. But they are often living on fixed incomes and...
Is a Dynasty Trust Right for You?
With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using...
How to Use a Prenuptial Agreement as an Estate Planning Tool
Prenuptial agreements and domestic law vary from one state to another but nearly every state has laws that prevent one spouse from entirely disinheriting the...
Concerned about Fido’s Care? Consider a Pet Trust
Pets are often considered family members, yet many owners don't plan for their future in the event of death or incapacitation. What happens to...
How Medicare B Can Help Defray Medical Costs
If you're 65 years of age or older, and are a U.S. citizen or a legal permanent resident who has been here for five consecutive...
Beware of Predatory Lenders
Older Americans have often built up one solid form of financial security -- equity in their homes. But they are often living on fixed incomes and...
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Making the Right Senior Housing Choice
It's never an easy task to find senior housing for a relative, close friend or yourself. The decision is often the result of failing health...
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Why You Should Discuss Inheritances with Your Heirs
Many people are uncomfortable discussing with heirs how they will distribute their estate. Perhaps you don't want your children to realize how much they may...
Protect Estate Assets from Creditors with a DAPT Trust
When developing an estate plan, you may want to consider setting up trusts for various reasons, including protecting your assets from potential creditors.
One way to...
When Should the Elderly Hand Over Their Keys?
Consider these scenarios:
An elderly man runs through a red light and says he didn't see it.
An elderly woman gets on the freeway,...
