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.
The Alzheimer’s Association is hosting a Financial and Legal Planning webinar series for the next five months that will feature Melanie B. Holliman, JD as the guest speaker. The webinars will be held on the third Tuesday of each month from 12 PM to 1:30 PM CDT starting May 15th.
These Q&A about Veterans benefits were collected from recent seminars on VA Benefits that John R. and Melanie B. Holliman have conducted.
Older parents are becoming more common, driven in part by changing cultural mores and advances in infertility treatment. Comedian and author Steve Martin had his first child at age 67. Singer Billy Joel just welcomed his third daughter. Janet Jackson had a child at age 50. And these older parents have special estate planning considerations.