How Can I Goof Up My Estate Plan?
Even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
Downsizing Seniors Find Help from Senior Move Management Companies
A growing number of senior management companies assist with the overwhelming task.
Social Security Theft Is on the Rise: Be Prepared and Protected
Last fall, after the Equifax breach, Jim Borland, acting deputy commissioner for communications at the Social Security Administration wrote a blog post on the agency website headlined ‘Protecting Your Social Security.’
How Do I Include My Pet in My Estate Plan?
Here are a few financial planning tips/topics, if you are considering a new pet or looking to ensure that yours is cared for should you predecease it.
When Do I Need a Power of Attorney?
A power of attorney, or POA, is a document that enables an individual to appoint a person or organization to manage his or her affairs, should this individual become unable to do so.
Include a Letter with Your Estate Plan
In addition to the worldly goods you give to your loved ones, leaving a “last letter” behind can help them deal with their grief at losing you.
Should You Play Banker for Your Adult Children?
The children get a loan that might have cost them thousands of dollars of fees with a traditional lender, and the parents get an income stream that gives a better return than a savings account would.
How Can a Trust Keep My Family From An Undesirable Lifestyle?
A trust actually can prevent your descendants from following such an undesirable lifestyle.
Why Can’t My Husband Go to the Doctor to Help Me?
I am frustrated that I can’t send my husband to my doctor’s office to pick up a prescription or get information from my files!
Empty Nest? Time to Focus on the Nest Egg
Each child reduces the household wealth of Americans between the ages of 30 and 59 by about 3% or 4%, according to data from the Center for Retirement Research at Boston College.