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An estate plan can leave you a legacy, as well as protect your heirs from having to make difficult decisions in difficult times. Once again, an entertainer with considerable assets has passed away without an estate plan. The recent passing of Aretha Franklin without a will or trust despite having children shines light on a […]
Mistakes are easy to make when it comes to your benefits so approach the issue carefully. A person in the U.S. works to earn Social Security benefits. It would be a good idea to approach decisions on your benefits carefully, according to the Independent Record in “Don’t Make These 4 Big Social Security Mistakes“. First, check […]
It doesn’t just kick in. You have some work to make it happen. Retirement is a general word that includes Medicare, Social Security and many other retirement options and those can become challenging and confusing, according to newsok.com in “The ABCs (And D’s) of Medicare and other retirement questions answered“. Both Social Security and Medicare […]
The market may be ready for an adjustment and you and your retirement plan should be as well. We know that sooner or later, there will be a market correction. However, if you are getting anywhere near retirement, you need to be prepared to make adjustments to your retirement plans, according to the Associated Press […]
An estate planning attorney can guide you through the process … with or without probate. Financial and family situations are often challenging, as you work to protect your assets, privacy and family peace. You have to deal with state laws, federal laws and the word “probate” but it isn’t always a bad word, according to […]
A will is needed with a durable general power or attorney and a health care proxy. A last will and testament (generally known as a will), a durable general power of attorney and a health care proxy are three of the key items in an estate plan, according The Daily News in “How Useful is […]
Get started now and perhaps save yourself that last-minute work. It may be a few months before the end of the year. However, you can save yourself a lot of time and money, by beginning to organize your financial planning now, according to USA Today in “Retirement tips: 8 Ways to start your year-end financial […]
Are your digital assets included in your estate plan? If not, you most likely need a fresh look. The world is changing rapidly, thanks to fast-moving advances in technology, including the creation of digital assets. That means your estate plan may well need an update, according to Financial Advisor in “Unlocking Clients’ Digital Lives“. As […]
What are the options with your benefits and what is the future of Social Security in general? There are many, many variables when determining Social Security benefits, so it is probably best to plan for your retirement and leave it as an unknown factor, according to The Motley Fool in “Want a Solid Financial Plan […]
Heading into retirement does not mean you have to cease support of nonprofits. A recent study, which took a close look at American households and support for nonprofits, found differences in giving among genders as well as marital status, according to CBS News’ Moneywatch in “How to fund your charitable giving in retirement“. The study […]
