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  10 Reasons to Create an Estate Plan Now Many people think that estate plans are for someone else, not them. They may rationalize that they are too young or don't have enough money to reap the tax benefits of a plan. But as the following list makes clear, estate planning is for everyone, regardless Read Full Article

  Steinbrenner Fourth Billionaire in 2010 to Escape Taxes, If Not Death Last Updated: 7/16/2010 2:52:48 PM New York Yankees owner George Steinbrenner is the fourth known U.S. billionaire to die during 2010, according to

  Nursing Home Residents Have Rights! Last Updated: 7/27/2010 4:09:55 PM Many people incorrectly believe that once someone enters a nursing home, their freedom is over. In fact, nursing home residents have many rights, and it is important to know those rights and to be able to enforce them. Nursing home residents’ rights are protected Read Full Article

  Web Site Allows Elderly to Check Program Eligibility Although there are nearly 1,000 federal and state programs available to help older persons, it is estimated that more than five million seniors are currently missing out on at least some of them for which they qualify. The National Council on Aging (NCoA) has developed a Read Full Article

  GAO Report Raises Some Concerns About Regulation of Retirement Communities Last Updated: 7/23/2010 5:24:04 PM A report by the Government Accountability Office (GAO) warns that given the weak economy, Continuing Care Retirement Communities (CCRCs) are facing challenging times. While few CCRCs have gone bankrupt so far, CCRCs are primarily regulated by states rather than Read Full Article

  Charitable Remainder Trusts: Income for Life and a Good Deed at Death Last Updated: 8/24/2010 11:45:31 AM Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will, you can put that money into a charitable remainder trust and collect Read Full Article

  So Far Away: Twenty Questions for Long-Distance Caregivers Last Updated: 8/24/2010 3:49:55 PM National Institute on Aging. So Far Away: Twenty Questions for Long-Distance Caregivers. 48 pages. Click on cover to download the book for free Caregiving can be difficult in any situation, but it is especially difficult if you don't live near your Read Full Article

  Study Shows Diversity of Grieving Among Caregivers Last Updated: 8/12/2010 11:23:38 AM A new study by the University of Michigan reveals that racial and ethnic differences play a role in the emotional attitudes of caregivers of Alzheimer’s patients. These findings could help improve support services for caregivers. The study, conducted by James McNally of Read Full Article

Many retirees look forward to traveling in their retirement, and more and more are actually retiring overseas, in part as a way to stretch savings. But what happens to retirees’ federal benefits while they are out of the country? The short answer is that although Social Security benefits are available to retirees in other countries, Read Full Article

Last Updated: 5/27/2010 4:21:23 PM Although your life insurance policy may pass to your heirs income tax-free, it can affect your estate tax. If you are the owner of the insurance policy, it will become a part of your taxable estate when you die. While the federal estate tax is currently zero, the exemption will Read Full Article