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Judge Rules that Glen Campbell’s Kids Can Contest his Will

When Glen Campbell passed away, he intentionally left three of his children from his second marriage out of his wills. These children have just won a court decision allowing them to proceed with a challenge, reports Wealth Management.com in the article “Glen Campbell’s Kids Come After the Rhinestone Cowboy’s Estate.” The two wills at the…

Veterans: Do Not Miss This Important Opportunity to Protect Assets

The Veterans Administration has issued new rules which drastically change the eligibility rules for the Veterans special medical pension commonly known as Aid & Attendance benefits.  This pension provides income of approximately $2100 for a veteran with limited assets who needs assistance with his or her basic activities of daily living. The agency will now…

Avoiding the new SALT tax limit through multiple trusts

The new tax laws that were passed in December of 2017 are especially harmful to those of in blues states with high property taxes.  New Jersey property owners are the hardest hit by the new $10,000 limit on state and local tax deductions.  Reports indicate that it will result in tax increases for more than…

Financial Illiteracy and Retirement

There are a few lucky people who do not have to worry about saving for retirement.   They have sufficient money that they can choose to stop working anytime and never worry about money. However, for most of us, it is important to invest and save wisely for retirement. Researchers recently decided to see how much…

The New Tax Law and Your Estate

Whenever a major piece of tax legislation passes, many experts begin talking about what the new law means for estate planning and how estate plans should adapt to it. That appears to be happening with the recent tax cuts that President Trump signed into law. It is important to adapt your estate plan for the…

Dealing with Scams

Along with the growth of America’s elderly population, has come a less welcome population growth. The number of scammers. This unwelcome “population” has increased, as unscrupulous people seek to make easy money by duping the elderly. There are many types of scams that target the elderly, ranging from large ones meant to make millions to…

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