10 Ways the Elderly Can Avoid Financial Abuse

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Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse. Nest eggs accumulated over decades also often make seniors attractive targets for predators, whether the predator is an offshore bogus sweepstakes or a care … Read More

How to Protect an IRA From Heirs’ Creditors

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When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA that has been inherited?  Resolving a conflict between lower courts, the U.S. Supreme … Read More

Estate Planning in the Age of Stepfamilies

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More than 4 in 10 Americans have at least one step-relative in their family – either a stepparent, a step or half sibling or a stepchild — according to the Pew Research Center. The National Center for Family and Marriage Research … Read More

Six Things to Consider Before Making Gifts to Grandchildren

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Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer … Read More

Feeling Squeezed in the Middle of a Generational Sandwich? How to Take Care of Yourself as You Take Care of Others!

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Raising your kids, working, trying to take care of yourself, and now caring for an aging parent? That makes you part of the Sandwich Generation. You are not alone—almost half of America’s 40- and 50-year olds are in the same … Read More

Take These Three Steps When Your Child Turns 18

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If your child has reached the teenage years, you may already feel as though you are losing control of her life. This is legally true once your child reaches the age of 18 because the state considers her to be … Read More