Your family will most likely face some tough times, if you don’t make a plan. It doesn’t matter which generation you belong to, when it comes to estate planning. If you pass away without an estate plan, it is likely the people you love will face many trying days of tough decisions attempting to straighten […]

Planning for retirement may be a hard job. However, it can turn into some joyful years later in life. Planning for your retirement is not only a big job but a really important and serious job that can be used to create a pleasant and even youthful retirement that has a good chance of being […]

Need an executor for your estate? Don’t rush, think it through carefully and make the right choice. It would be wise to have a conversation with your heirs that you most likely do not want to have, and it would be best to have that conversation sooner rather than later. That conversation is about your […]

Decide where you want to locate and then study the opportunities and drawbacks. So, you are retiring. Where do you want to live? What’s the attraction? What is the cost of living? Taxes? Medical facilities? The list is long but there are some factors to look into that can be helpful in the decision making, […]

It is possible to keep your intellectual property private. If you have royalties, trademarks or digital assets that contribute to your revenue stream, you need to include them in your estate plan, according to the Times Herald-Record in “Include intellectual property and royalties in your estate plan“. Just as any other asset, intellectual property rights […]

State laws oversee estates and those laws are rarely the same. Many people retire in the snowy north and head to the warm south for a few months each year. If that is your scenario, it would be wise to keep that estate plan current because state laws are not usually the same and your […]

Planning for long-term care can give you peace of mind and protect loved ones from financial challenges. A recent study reveals that not even half of Americans 65 years of age or older have given much thought, if any, to the possibility of needing and planning for long-term care, according to Plan Advisor in the […]

You can have a firm grasp on your benefits. While you may think you understand Social Security benefits, don’t be surprised if you don’t know what you don’t know about them, according to The Motley Fool in “4 Signs You’re Thinking About Social Security Benefits the Wrong Way“. Here are some issues you may not […]

So, just what is going on with your life, the kids, your health, their health, their future plans? Don’t just ask for the proper documents to create an estate plan. Make sure that your attorney knows what is actually going on in your life, according to the Citizen Times in “Expert advice: 6 financial decisions […]

It is important to understand the new tax laws and your opportunities. There has been considerable dialogue about the individual income tax rates in the new tax laws. However, there are also new opportunities for new tax-saving strategies, according to CNBC in “If you’re married and near retirement, consider this tax-saving strategy“. For example, if […]