Making Sure Spouse Receives the Most Social Security
Losing a spouse at any time in life is difficult. However, losing a spouse while you are retired also presents some serious...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do
In a perfect world, we'd all have saved enough by age 60 to relax about money and start planning our golden years. However,...
Retirement Savings: Ahead of the Curve or Behind the Eight Ball?
Are you saving enough for retirement, asks US News & World Report in the article "Are Your Retirement Savings Ahead of the...
Why do Wisconsin Estates Publish “Notice to Creditors” in the Newspaper?
Assuming you are the type of person who still reads local print newspapers, you might wonder what those "Notice to...
Seniors: Working on Your Bucket List? First, Finish Your Estate Plan
"Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in...
Does My Living Trust Shield My Assets From Creditors?
Do you remember that episode of the U.S. version of "The Office" where Michael Scott thinks he can seek bankruptcy...
Why You Shouldn’t Put Off Estate Planning
"Our inherent nature to delay the inevitable can lead the ones we care about into financial chaos. To avoid chaos, careful...
Who is Responsible for Planning My Funeral?
Most of us do not want to think about our own funeral, but it is an issue we should all address as part of our overall...
VA Pension Planning – Wartime Veterans Pension
The Veterans Administration has a program for wartime veterans and their widowed spouses to guarantee a minimum income for...
Does a Divorce Invalidate My Estate Plan?
Changes in the law can affect your estate plan without you realizing it. This is one reason why it is a good idea to sit...