Be Smart When Hiring a Planning Attorney When you are ready to do your planning, it’s time to hire an attorney who specializes in either estate planning or elder law. Either specialist can prepare the documents you need, and the elder law attorney will also likely have experience with relevant government programs and other long-term care issues.

Better Snoopy Than Sorry Here’s the situation: You haven’t seen your elderly neighbor lately, but people you’ve never seen before are coming and going from her home. You don’t want to be “snoopy,” but you are concerned. What should you do?

Surviving Spouse IRA Options Individual retirement accounts (IRAs) are tax-favored investment tools. Workers can avoid income taxes on current work earnings by contributing them to an IRA. Money in the IRA can be invested and grow income tax-free – allowing greater growth. Income taxes are deferred until money is withdrawn from the account. In this article, we’re talking about traditional IRAs – other IRA arrangements (like Roths and SIMPLEs) have different rules.

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