Financial Issues

Financial issues are often of concern for Older Adults. On these pages H.E.L.P. provides information and advice on issues relating to estate planning, tax law changes, IRA's etc.

Property and Estate

• Fact Sheet: Estate Planning
• Your Home and Taxes (capital gains
  and real property)
• Delay Paying Property Taxes
• Estate Administration Overview
• Estate and Gift Taxes -- 2004 Update
• Reverse Mortgages Demystified
• Think Twice (or More) Before Giving Away Your Home

General Taxes

• Numbers to Know
• Watch Out for IRS-Related Scams
• Deduct Home Care Costs
• Capital Gains Taxes Vanish

Retirement

• Surviving Spouse IRA Options
  (Links to our H.E.L.P. Is Here magazine)
• Does My IRA Really Say That?!?!
• New IRA Rules
• Turn 70 Lately?
• Who Will Manage My Finances If I Can't?
• Update the Naming of Your Beneficiaries
• Annuities and Older Adults
• Warning: Protect Yourself from Planning - Investment Trickery

Insurance

• Long Term Care Insurance: Is It For You?
• Long-Term Care (LTC) Information
• Shopping For Insurance

Other

• New! - Find the refferals you need using our interactive Guide to Services
• Choose the Right Financial Planner
• Looking Out for Trudy's Special Needs
  (Links to our H.E.L.P. Is Here magazine)
• Sorting Out Government Benefits
• Sorting Things Our as a Surviving Spouse
  (Links to our H.E.L.P. Is Here magazine)
• Revealing the Secret Health Insurance
• Send Your Grandchild to College
• Cramming is Top Scam
• FTC Restricts Telemarketers
• Cutting Down on Junk Mail, Junk Calls