Money Matters Wills & Estates Greatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By article Anyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
Money Matters Wills & Estates 3 Tips to Make The Finances Add Up for the Spouse Left Behind By article Traditional wedding vows usually include the phrase “till death do us part,” but it’s not a part of the ritual … Read More→
Wills & Estates What the Kids Get: Planning Your Legacy By article After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
Wills & Estates Estate Planning Is Not Just for the Ultra-Rich Anymore By article Hollywood’s stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
Wills & Estates A Guardian for Your Children: Planning in Case You’re Not There By article While everyone needs a will to settle money matters, there’s a far more compelling reason to have one if you … Read More→
Money Matters Wills & Estates How to Decide Who Merits Your Money as You Ponder Your Legacy By article Not long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a … Read More→
Wills & Estates Leave The Legacy You Want with This End-of-Life Checklist By article A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
Money Matters Wills & Estates What You Need to Know If You’re Named the Executor of an Estate By article It is time to meet your team. They are (in no particular order): lawyer, accountant, appraiser, realtor, auctioneer, insurance agent, … Read More→
Money Matters Retirement Wills & Estates Family Meetings Can Resolve Money Issues By article People often find it harder to talk about money than politics, death or religion. To get family money issues out … Read More→
Aging Well Caregiving Money Matters Retirement Senior Health Wills & Estates Get Smart About Elder Financial Abuse By article Billions of dollars in life savings are lost each year due to the financial exploitation of older adults. Perpetrators include … Read More→
Wills & Estates Why Family Feuds Erupt After the Will Is Read By article The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want … Read More→
Money Matters Retirement Wills & Estates Protecting Loved Ones from Financial Predators By article One can only wonder how many people deal with financial predators in America. Terrie and Jon Hull have a scary … Read More→
Wills & Estates The Best Estate-Planning Tips By article If you don’t have a will, you are not alone. Half of Americans don’t have a will, a living will, or financial and medical powers of attorney. Yet we know a will and other estate documents would ease our family’s burdens if something happened to us.