Media focus has been on the income tax impact of the new tax law. However it also impacts current and future estate plans.
Bradford & Holliman Blog
New Brokerage Account Safeguards to Protect Seniors From Financial Scams
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.
Financial & Legal Planning Webinar Series
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.
Questions About Veteran Benefits?
These Q&A about Veterans benefits were collected from recent seminars on VA Benefits that John R. and Melanie B. Holliman have conducted.
