The elderly are the most targeted and the most victimized by financial exploitation, according to the FBI. The agency’s Elder Fraud...

With tax season behind us, now is a good time to update old habits regarding what paperwork should be kept and what can be discarded....

A decade ago it was reported by Fidelity Investments that 53% of grandparents were saving or planning to save in order to help their...

Higher interest rates can be a mixed bag. On the one hand, savings accounts, certificates of deposit and bonds will pay you more for your...

Few things in life are certain. Of course, there’s death and taxes. In addition, if you have not already noticed, there is the inevitable...

For those who qualify, putting money into a Health Savings Account (HSA) is one of the smartest things to do with discretionary income....

The Vermont Legislature recently passed, and Gov. Phil Scott in early June signed into law, the Vermont Uniform Power of Attorney Act....

Lifetime gifts can have many benefits in the estate planning context, and a few drawbacks. Benefits include that the donor is shrinking...

In late 2019, Congress made major changes to qualified retirement accounts (IRAs, 401(k)s and the like) when it passed the Setting Every...

At 1:00 am on Monday, March 6, 1933, President Roosevelt, who had taken his first oath of office a mere 36 hours earlier, declared a bank...

The end of the year is approaching, which means it is time to brace yourself for the deluge of charitable solicitations arriving via...

Estate planning is mostly about the big picture issues of who fulfills the important fiduciary role of executor, who will be the guardian...

It has been an active term for the U.S. Supreme Court. Which prompted me to ask: What is the most important Supreme Court decision...

Clients often bring their estate plan binder with them when coming in for their free annual review meeting. Some clients are surprised to...

Not applicable. These two words can save you a lot of time and effort. When a loved one passes, one of the most time-consuming tasks for...

Many of us have lived through those times when the death of a loved one is imminent. We know certain things ought to be done while time...

America’s 65-and-older population has been growing faster than any other age group for at least a decade, coinciding with the first Baby...

There are a number of good reasons to treat your children differently in your will or trust. These include a situation where one child...

Advance directives have been around nearly 50 years. Are they working as intended? For instance, have most citizens completed an advance...

In the field of advanced planning, there are ways to shrink your estate (to reduce your estate tax liability), and there are ways to get...