Charitable Gifting and IRA’s Under the New Deal

Jun 13, 2013 / By: John Rogers Burk

Category: Estate Planning

If you are an older American who owns and IRA and is charitably inclined, there is a provision in the new “fiscal cliff” deal aimed right at you. You must, however, act fast if the...

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Driving during Your Golden Years – How to Stay Safe

Jun 13, 2013 / By: John Rogers Burk

Category: Elder Law

Often referred to as “the greying of America,” estimates tell us that over 20 percent of the American population will be over the age of 65 by 2030. Among other things, this tells us that...

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Blended Family Estate Planning – Getting Ready for the Consultation

Jun 13, 2013 / By: John Rogers Burk

Category: Estate Planning

With over half of all first marriages resulting in divorce in the United States, you are hardly alone if you are planning to embark on a second marriage that will create a blended family. Along...

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Why Timeshares are Valuable for our Economy

Feb 14, 2013 / By: John Rogers Burk

Category: Time Share Law

Roger is attending the GNEX Timeshare Conference in Beverly Hills this week.  The opening talk was by Howard Nusbaum, President of ARDA, The American Resort Development Association.   Among other things, Howard pointed out that timeshare...

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Scamming Seniors and How to Avoid Becoming a Victim

Jan 11, 2013 / By: John Rogers Burk

Category: Uncategorized

Sadly, abuse of the elderly is on the rise in the United States and experts believe it will continue to rise in the coming decades. The elderly make excellent and easy targets for people who...

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Your Initial Estate Planning Consultation

Jan 9, 2013 / By: John Rogers Burk

Category: Uncategorized

If you are like millions of other Americans, you have probably put off creating a comprehensive estate plan for much longer than you should have. If, however, you have finally resolved to create your estate plan for...

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Questions to Ask Yourself When Choosing a Trustee

Jan 4, 2013 / By: John Rogers Burk

Category: Uncategorized

  Trusts were once used mainly by the rich and famous; however, trusts have come a long way in the past few decades. Today, even the average person with a modest estate is likely to...

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Why You Need to Review Your Beneficiary Designations

Jan 3, 2013 / By: John Rogers Burk

Category: Uncategorized

Designating beneficiaries is a necessary part of creating an estate plan; however, people often forget about them once they have made the designation. Your beneficiary designations, though, can have a significant impact on your estate...

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The Stock Market and Your Estate Plan

Jan 1, 2013 / By: John Rogers Burk

Category: Uncategorized

Whether you are a regular investor who tends to take risk or an infrequent investor who performs to play it safe, chances are that you understand the role that the stock market plays on your...

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Teens Learned Nothing from the Great Recession

Dec 26, 2012 / By: John Rogers Burk

Category: Uncategorized

You would think that America’s teenagers would have learned something from watching their parents struggle through the Great Recession as the last few years are being called. It appears, however, that many of them did...

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