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Unexpected Problems with Pay on Death Accounts Part 1: Losing Out on Special Needs Planning

Unexpected Problems with Pay on Death Accounts Part 1: Losing Out on Special Needs Planning

Most of us want our day to day activities to be effortless. We do not want complicated processes and procedures to frustrate what should be simple tasks. Instead, we want easy-to-follow directions and a clear path to getting the job done. When you find yourself caring for a loved one, especially a loved one with...
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  • The Pension Protection Act: New Opportunities for Retirement Planning

  • 529 Plan Benefits Made Permanent by the Pension Protection Act

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Roth Elder Law
109 W. Water Street,
Painted Post, New York 14870
Phone: 607-962-6162
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