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Sep 28, 20183 min read
Take These Steps to Get Ready for Year End Finances
“New Year's Eve is far away. However, it's never too early to organize your finances for the end of the year. Do it while there’s still...
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Author
Sep 14, 20182 min read
Prepare to Live a Long Life and Enjoy Every Bit of It!
“A long life is a great gift, but with the joys come some financial and legal challenges. The earlier you act to address them, the better...
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Sep 5, 20182 min read
Does Your Estate Plan Have All the Right Stuff?
“Many people think estate planning means deciding what happens to your things when you die. For that reason, many young families do not...
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Author
Aug 29, 20182 min read
Estate Planning Fundamentals You Need to Know
“It's easy to put off because it can be morbid and often doesn't kick in until late in our lives, but it's an important piece to be...
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Aug 24, 20182 min read
Multigenerational Estate Planning
“After decades of establishing separate and independent households, U.S. families are increasingly opting for togetherness.” For some...
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Aug 22, 20182 min read
Single? No Kids? Who Should Inherit Your Assets?
“I know I want to give to family. I was advised to use a younger person, because all my siblings are older than me. I thought about using...
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Aug 17, 20182 min read
Will SAFE Act Really Make Seniors Safe?
“In an attempt to take a step toward countering some of the negative impact of elder financial abuse, the government recently passed the...
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Author
Aug 15, 20182 min read
Cohousing May Be the Answer for Many “Golden Girls” and Guys
“Here’s one answer to the “Where to go next?” question being asked by those inching toward retirement, or those looking to escape the...
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Aug 14, 20182 min read
Think 61 is Your Golden Retirement Number? Think Again
“There's nothing wrong with looking forward to retirement and even planning an early exit from the workforce. However, Americans may be...
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Author
Aug 8, 20182 min read
Women Living Longer but Saving Less
“All working Americans need retirement savings, regardless of gender. However, the need is particularly strong for women, since they have...
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Author
Aug 2, 20182 min read
Now Is a Good Time to Revisit Your Estate Plan
“There still are many sound nontax reasons to revisit estate planning and possibly update your prior documents.” Even with the doubling...
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Author
Aug 1, 20183 min read
Want to Give Away All of Your Money?
“Even if you’re not a millionaire, you may have reached a stage where you think, It’s enough. It could even be a bit too much. A second...
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Jul 30, 20182 min read
What Is the Fascination with Anthony Bourdain’s Estate Plan?
“Ever since his untimely death, the press and the public hasn't been able to get enough of Anthony Bourdain. His name caused another...
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Jul 27, 20182 min read
Potluck Dinners with a Side Dish of Funeral Planning
“Every month or so, 49-year-old Amy Pickard hosts a potluck gathering at her apartment. They've been described as death Tupperware...
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Jul 24, 20182 min read
Why You Need to Update Your Estate Plan
“Got a dusty old binder with your will and estate plan? Even if you had your paperwork set up a few years ago, your documents are all now...
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Author
Jul 23, 20182 min read
Your Biggest Estate Plan Challenge: Your Family!
“When the topic of estate planning comes up, talk about taxes is soon to follow. That train is rarely late. Taxes are important, but they...
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Author
Jul 20, 20181 min read
You Do Not Have to Get Married
If you have a long-term partner who you want to make sure is taken carry of after you pass away, getting married is not your only option....
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Author
Jul 19, 20181 min read
Check Asset Titles
If you do not hold title to your assets in a way that compliments your estate plan, then your estate can face difficulties. Houses, cars,...
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Author
Jul 18, 20181 min read
Start Estate Planning Early
You should start planning for your estate much earlier than you probably think. Other life events should trigger proper estate planning...
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Author
Jul 9, 20181 min read
Estate Planning for the Separated
Two recent celebrity deaths highlight a potential issue in estate planning. What happens when a couple does not get divorced but...
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