by Gina G. MacDonald | Nov 27, 2017 | With Your Family in Mind
IRS Now Allows Private Debt Collectors to Dun Taxpayers In a move that could be confusing to seniors who are vulnerable to scams, the IRS is using private debt collection agencies to collect past-due taxes. The new program began in April 2017. Historically, scammers...
by Gina G. MacDonald | Oct 25, 2017 | With Your Family in Mind
Understanding the Tax Consequences of Inheriting a Roth IRA Some professionals are encouraging older individuals to convert their traditional IRAs to Roth IRA’s to pass to their beneficiaries at death. Passing down a Roth IRA can seem like a good idea, but it doesn’t...
by Gina G. MacDonald | Sep 27, 2017 | With Your Family in Mind
What is Undue Influence – How Can it be Avoided? Undue influence occurs when someone exerts pressure on an individual, causing that individual to act contrary to his or her wishes to the benefit of the influencer or the influencer’s friends. The pressure can...
by Gina G. MacDonald | Aug 30, 2017 | With Your Family in Mind
Reverse Mortgages Increasingly Available for High-Value Homes Seniors with pricier homes now have an increased ability to get a bigger reverse mortgage in order to raise cash for retirement. As the housing market has improved, so-called jumbo reverse mortgages are...
by Gina G. MacDonald | Jul 26, 2017 | With Your Family in Mind
California Medi-Cal Assisted Living Waiver [bsa_pro_ad_space id=3] ADVERTISE WITH US CLICK HERE Home Is More Than a Transaction – Bryant-Hafizi Real Estate by Arnold Bryant | Dec 26, 2025 | Home & GardenAs we welcome a new year, January is a natural time...
