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A leisure world of retirement doesn’t appeal to everyone. If you have decided that you have had enough of work and plan to retire as soon as feasible, you might first take a look at some really good reasons to continue, according to USA Today in “18% of baby boomers and Gen Xers plan to […]
You have choices, so what are your interests? There are a number of options with age-restricted communities. However, active community living is one of the growing choices, according to Next Avenue in “How to Choose a 55+ Active Adult Community“. How can you determine which is the best for you? There are small, city-based apartment […]
The average loss to the elderly is $1,500 per successful scam. Seniors across the U.S. receiving Social Security continue to be targeted with many scams. However, a favorite seems to be convincing you to buy gifts cards with your savings, according to The Sentinel Source in “How to protect yourself from the Social Security imposter […]
No will or trust? The estate is most likely going to probate court. Transfer on death accounts can avoid some assets from going through probate. However, it is important to know that the laws governing TODs vary from state to state, according to Yahoo! Finance in “Transfer on Death (TOD) Accounts for Estate Planning“. Here’s […]
When money suddenly comes into the picture, there will most likely be challenges. There are many, many questions that can arise when you inherit money, such as do you pay down debts or do you invest, according to The Kansas City Star in “Coming into some money? Be wise with it“. Should you pay off […]
Jack Grynberg built a billion-dollar industry but faces a near total loss of assets. Denver oil tycoon Jack Grynberg placed his assets into trusts for his family to protect his wealth and now has lost a suit to retain his wealth after the family fired him, according to The Denver Post in “Denver oil tycoon […]
Prince did not leave a will and many, many relatives showed up to stake a claim. Not having a will can create some difficult situations for your loved ones and some of them are not expected, according to Arizona Central in “Here’s why you don’t want to die without leaving a will“. For example, in […]
More than half of seniors file early for benefits. Some people may find it necessary to file for Social Security because of circumstances, such as a job loss. However, it is really important to make sure you are making your decisions based on facts rather then myths, according to the Washington Post in “Don’t believe […]
You can direct what happens to those digital assets, even if it means destroying them. Almost everyone has digital assets in today’s world and it is important to protect access to them in your estate plan, according to the Valdosta Daily Times in “Preparing an estate strategy for digital assets“. Digital assets include information on […]
Who do you want to be responsible for your well-being? A will, power of attorney and health care proxy are the key building blocks of your estate plan, according to the Traverse City Record Eagle in “Simple steps to peace of mind“. If you die without a will, your state has a plan in place […]
