| Read Time: 2 minutes | Elder Abuse

Financial Industry Watchdog Enacts New Rules to Help Seniors

“The FINRA has instated two new rules this week to combat financial abuse and fraud against the elderly and other vulnerable adults.” FINRA, the Financial Industry Regulatory Authority, has instituted two new rules to help thwart elder financial abuse: Financial advisors must now make every reasonable effort to get the name and contact information of a trusted person for...

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| Read Time: 2 minutes | Estate Planning

How the Changes to the Death Tax May Affect You

The changes to the federal estate tax law or “death taxes” went into effect on January 1. MarketWatch’srecent article, “Watch out for the gift tax trap in the new tax law,” reports the new law significantly increases the amount allowed to calculate taxes on estates, where no federal tax would be applied. A single person could now die owning up to $11.2...

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