Durable Power of Attorney
Turning 65 in 2020? Some Pointers for a Special Year
Turning 65 is a major milestone for many Americans, as it is the traditional age at which they start thinking seriously about retirement.
January 23, 2020
Blog Articles
Estate Planning
What Should I Know About Being an Executor?
Being named in someone’s will as the executor–the person to handle and settle up estate matters–sounds like a great honor.
January 22, 2020
Estate Planning
How Should Baby Boomers Claim Their Social Security?
Social Security benefits have long been a critical part of Americans’ retirement income plans. After all, the monthly benefits provide a stream of income that is adjusted for inflation annually and can’t be outlived. With the decline of pensions and increasing life spans, Social Security is now playing a larger role in shoring up retirees’ nest eggs.
January 21, 2020
Caregiver
How Do I Tell If Dad Needs Caregiving Support?
See something…say something! Don’t ignore signs of your loved ones changing caregiving needs.
January 20, 2020
Estate Planning
I’m a Fiduciary—What Does That Mean?
Years ago he signed a power of attorney document naming me as his agent, so I could help him with these types of things. Not ever having done this before, what do I need to know about fiduciary duty?
January 17, 2020
401(k)
Are There Other Benefits to Roth IRA Conversions Besides Taxes?
For some savers, the appeal of moving assets to a Roth individual retirement account often stems from the tax-free income it will deliver in their golden years.
January 16, 2020
Estate Planning
How Do I Undo a Reverse Mortgage?
Is it possible to settle a reverse mortgage so people can keep their home, if they change their minds? Can their children buy it out and keep their parents’ home?
January 15, 2020
Alzheimer's
How Did Alzheimer’s Impact the Estate Planning of These Famous People?
In honor of Alzheimer’s Awareness Month – and the more than five million Americans living with the disease – we highlight our Top 7 Celebrity Estates impacted by Alzheimer’s disease…
January 13, 2020
Estate Planning
Not a Festive Thought, But A Kind One: Planning for Your Own Funeral
Wills may include funeral and burial instructions, but the funeral and burial or cremation is usually over before the will is even reviewed.
January 9, 2020
Asset Protection
What Should I Know About Finances for My New Blended Family?
Statistics show blended families are on the rise. About 40% of all new marriages in the U.S. include at least one person who was previously married, according to a Pew Research Center analysis. Among adults who are presently married, roughly a quarter (23%) have been married before, compared with 13% in 1960.
January 8, 2020
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