Monthly Archives: October 2014

To Gift, or Not to Gift

The topic of gifting assets is often an important discussion in the world of estate planning.  Generally, a main point of gifting is to remove assets from the estate of the donor to avoid potential estate taxes on the asset.  … Continue reading

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The Rise of the Memory Care Unit

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Is it still safe for you and your loved one, who has dementia symptoms, to live at home?  Are you feeling increasingly isolated and unsafe, but feel there is no place you can turn except the dreaded worst option, the … Continue reading

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The Traditional IRA and Its Benefits

Last month, I wrote about how young adults should start saving for retirement as soon as possible – and how the Roth IRA is the perfect vehicle for many younger folks.  This month, I’ll delve into more details about the … Continue reading

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