Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says...
Author: Editorial
How Can I Simplify the Probate Process for My Family? Beneficiary Designations
Many investments allow an investor to name a beneficiary of the asset upon death. The proper use of these beneficiary...
Why Do I Need an Estate Plan?
Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones,...
How Do I Discuss Care With My Aging Parents?
The holidays can be a wonderful time spent with family you don't get to see often. However, it can be difficult, when you...
Can I Give Real Estate to a Charity in my Estate Plan?
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would...
Time for a Series of Conversations with Aging Parents
Just as parents know that at some point, the time will come to talk to their kids about "the birds and the bees," the...
Can a Substitution Be Named for a Power of Attorney?
Historically, the purpose of a power of attorney is to select an agent (and ideally, successor agents) to act, in case you...
Incapacity Management: Do I Have All The Right Documents?
A Power of Attorney is a vital document for every adult. This document allows you to appoint another person as your...
What Should I Do for Retirement When I’m 50?
If you haven't done these things by age 50, it could be too late to do them well. The year before your retirement is not the...
He’s 60. She’s 48. What Does Their Retirement Plan Look Like?
The Pew Research Center looked at the age gap in couples. For the most part, people marry someone close in age. However, one...