Planning for the Sad Truth of Growing Old Together
If you're part of a married couple, it's highly likely that one of you will become a widow or widower at some point.
Own Guns? Don’t Leave Your Heirs This Problem
Most gun owners are cognizant of the strict regulations concerning ownership of a firearm. However, their family members and heirs are often unaware of the laws governing the disposition of a firearm, when the gun owner dies
This is the Year to Complete Your Estate Plan!
If You Haven’t Started Your Estate Plan, Now is The Time.
Does Anyone Really Need a Trust?
The simplest definition of a trust is a three-party fiduciary relationship between the person who created the trust and the fiduciary for the benefit of a third party. The person who created the trust is known as the “Settlor” or “Trustor.” The fiduciary, known as the “Trustee,” is the person or organization with the authority…
Will Stepmother Take Dad’s Money When He Dies?
Now that just a third of American households are “traditional” (heterosexual, married, with children), estate planners and advisors need to raise new questions with their clients and offer new solutions.
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.