Estate Planning | Elderly | Special Needs
This week, a client suggested to me that it would be a good holiday gift idea to pay for estate planning for their grown children. Not only is it a good idea, it is a great idea!
Granted, it probably isn’t a gift that will make the children go wild with joy, but it is a gift that they need. It is also a gift that may save the children immense heartache, anxiety and money in the event tragedy strikes.
B-Metro Magazine has recognized Melanie B. Holliman as one of their Women Attorneys to Watch in their current Women in Law edition. See page 81 below. It is an honor for Melanie to continue to recognized as such, but of course, the best honor of all is when her clients are so pleased with the […]
Media focus has been on the income tax impact of the new tax law. However it also impacts current and future estate plans.
Effective February 2018, FINRA set two new rules for investment brokers or advisors to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices.
