Preventing a Will Contest Emotions can run high at the death of a family member. If a family member is unhappy with theamount they received (or didn't receive) under a Will, he or she may try to contest the Will. Willcontests can drag out for years, keeping all the heirs from getting what they are entitled to. It maybe impossible to prevent relatives from fighting over your Will entirely, but there are steps youcan take to try to minimize squabbles and ensure your intentions are carried [...]



A recent Executive Order calls for a review of the so-called “fiduciary rule,” which was intendedto prevent financial advisers from steering their clients to bad retirement investments byrequiring advisers to act in the best interests of their clients. The order delays the rule, which wasscheduled to go into effect in April 2017, and the rule may ultimately be repealed.Prompted by concern that many financial advisers have a sales incentive to recommend to theirclients bad retirement [...]


Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's anddotting I's in preparation for paying taxes. As tax time draws near, you want to make sure youfile all the proper forms and take all deductions you're entitled to. Following are some things tokeep in mind as you prepare your tax form.Gifts. Did you give away any money this year? The gift tax can be very confusing. If yougave away more than $14,000 in 2016, you will have to file a Form 709, the gift [...]


Medicare Advantage plans are a popular alternative to regular Medicare because the plans often offer lower out-of-pocket costs, but buyers need to make sure they know what they are paying for. A government review of Medicare Advantage plans revealed that their provider directories were often riddled with errors, causing those plans to face serious fines. Medicare Advantage plans are provided by private insurers, unlike original Medicare, which is provided by the government. The government pays [...]


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