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Stay In the Know About Health Documents
When people think of estate planning, they tend to focus on such big-ticket items as wills and trusts and the distribution of assets. But just as important when it comes to securing your and your family’s peace of mind is the question of health documents. Whether it’s...
Can You Still Retire Comfortably On A Million Dollars?
Once upon a time, amassing a million dollars for retirement meant that your golden years would be very golden indeed. But what about now—is a million dollars still enough money to enjoy a luxurious retirement? The good news is that more than 20 million people in the...
Estate Planning Checklist: The Most Important Things to Do Before the End of The New Year
Whether you’re preparing your estate plan for the first time or are simply attending to important updates, estate planning needs to be a part of your year-end routine. Your estate plan is an organic set of documents that grows as you do. In a perfect world, you would...
Begin on the Right Path of Passing Down Your Business
The business you own probably comes with a lot of history. If you started it, you may have intended to pass it down for generations or perhaps the business was originally passed down to you. However, you came into the position you are in now, it is so important to...
What is a Pour-Over Will and How is It Used?
A pour-over will is a type of last will and testament typically used in trust-based estate planning. Unlike a traditional will, which directs how your property will be distributed to beneficiaries, a pour-over will states that assets not funded into your revocable...
Estate Planning and Iron Clad Prenuptial Agreements
Prenuptial agreements date back over 2,000 years to the time of Ancient Egypt and yet that doesn’t mean they’ve always been popular. Often the idea of taking precautions against a possible future divorce is viewed as unromantic, even pessimistic, despite there being...
What to Consider When Choosing a Home Care Provider
When the time comes to choose a home care provider for an aging parent, you don’t want to leave anything to chance. The amount of elder care and senior services is extremely wide-ranging, and you need to make sure you select the type and level of care that best suits...
If You’re Thinking About Downsizing Your Home in Retirement, Avoid These Common Mistakes
Perhaps you have considered selling your current home, buying a smaller one, and using the difference to help fund your retirement. A recent article on Investopedia.com explores this approach and details the mistakes you must avoid. Here are some of the highlights....
Spot Early Signs of Dementia and How to Ensure Their Assets are Protected.
An estate plan is more than just preparing for death, it also provides disability protection through what is called special needs planning. This can help your family be protected if you ever become unable to care for yourself, pay your bills or manage your own...
The Importance of Passing Down Financial Knowledge
Nothing about parenting is easy and yet, with at least most of the skills you need to role model, you have personal experience to draw on. You know a thing or two about communication, the importance of staying active, balanced eating, etc. from your own life...
The Benefits of Putting Your IRA Into a Trust
An IRA Trust can help you control distributions after you pass away and restrict access to beneficiaries who might squander the funds of your IRA. How does an IRA Trust accomplish this? Let’s say your IRA is left directly to your beneficiaries outside of a trust. In...
Where and How to Securely Store an Estate Plan
An estate plan enables you to make sure that your assets are distributed to the people and organizations in the manner you intend after you are gone. Once your estate plan is in place, there are a number of important documents that need to be kept in a safe place but...
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