Archive | March 2015

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The True Cost of Alzheimer’s

Alzheimer’s. What comes to your mind when you hear that word? To a lucky few, it’s just a word. But to others, just the word alone is enough to stir up some deep emotions. Many of us can envision and even accept losing our health as we get older; that’s usually a fact of life. […]

How One Small Case Could End Up Changing How You Do Business… In a Big Way

Why Maintaining Your Responsibilities To Your Clients Is Becoming More Important Than Ever _________________________________________________ Have you been avidly following the Rafert v. Meyer case that was recently remanded from the Nebraska Supreme Court? No? Well, don’t worry – you’re not alone. Rafert v. Meyer is primarily concerned with the express and implied duties of ILIT trustees, […]

Are Your Clients Being Put in a “Taxing” Situation?

All financial puns aside, have you been hearing rumblings about the IRS and their new “One-Rollover-Per-Year” rule? In case it hasn’t landed on your radar just yet, the new rules state that you can only make ONE rollover from an IRA to another (or the same) IRA in any 12-month period, regardless of how many […]