You Can’t Take it With You: Consider Charity in Your Final Plans

• Gina M. Barry • 2013-04-01
• Do you donate money to charity each year? Perhaps you donate to an organization dedicated to finding a cure for an awful disease that has affected your life or the ...

Organizing Your Estate Plan

• Gina M. Barry • 2013-03-01
• Many people are currently in the process of organizing their financial information in preparation for the completion of their yearly income tax returns. If you have kept your records in ...

Estate Planning 2013: Changes That May Affect You

• Todd C. Ratner • 2013-02-15
• On January 2, 2013, after much debate, President Obama signed the American Taxpayer Relief Act of 2012 (the Act) into law. The Act makes significant changes that will affect many ...

Moving Forward with a Reverse Mortgage

• Gina M. Barry • 2013-02-01
• A multitude of seniors, having paid off their mortgages many years ago, currently own their homes free and clear of any debt. Some are fortunate, and they have a nest ...

‘Tis the Season . . . to Review Your Estate Plan: A New Year’s Resolution That’s Easy to Keep

• Gina M. Barry • 2013-01-01
• Have you made your New Year’s resolutions yet? Most resolutions are so cumbersome, they are impossible to keep. A simple resolution to make and keep is to review your estate ...