Smart Women Protect Themselves with Estate Planning
Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.
Are You Retiring in 2019? Here’s What You Need to Know
After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set your retirement dreams in motion, hold on. It’s not quite time to unwind just yet.
Personality Changes in Seniors
There are times, however, when emotional disturbances can indicate a more serious problem, like an undiagnosed medical problem, a medication reaction or the early stages of dementia.
Estate Planning for Parents with Young Children
What would happen with your kids, should something happen to you? It’s a question that most parents don’t like to think about.
Health Crisis Strikes, Do you have a plan?
We were too young, we would have plenty of time when we are older, when life was slower, right? Or so we thought. I made a guess about my husband's health care desires and into surgery he went.
Why Should I Create a Trust If I’m Not Rich?
The perception is that trusts are for the very wealthy and that they cost a ton of money to set up. The reality is a trust can be a fantastic tool for the average person or couple, because it simplifies things in the event of your death.
Does Your Estate Plan Include Furry or Feathered Family Members?
Do you have a friend or family member who is that pet owner? Expensive toys. Over the top sweaters. A Facebook or Instagram account filled solely with pet pictures. Maybe you are that pet owner, if you are reading this article.
How to Combat Elder Financial Abuse
Regulators are stepping up efforts to protect seniors. However, you still need to create your own safety net.
Why Is a Revocable Trust So Valuable in Estate Planning?
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.
Making an IRA Part of the Estate Plan
You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?