Estate Planning
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 22, 2020
Blog Articles
Estate Planning
Is It Time for a Pre-‘Check-out’ Checkup?
Second honeymoons are definitely romantic. A third is even more so, unless maybe if each was with a different person. Nothing wrong with that, but it is a game-changer. The will or agreement you wrote 20 years ago, which maybe you have misplaced or forgotten, may not reflect your current thinking — or soulmate.
September 21, 2020
What Does New Research Tells Us about Dementia Deaths?
Almost three times more Americans are killed by dementia than previously thought, new research has found.
September 15, 2020
Planning for Nursing Home Expenses
A revocable trust is great for many reasons, but it does NOT protect assets from nursing home expenses.
September 14, 2020
Should I Let The State Write My Will?
Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.
September 13, 2020
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 12, 2020
What Does Pandemic Estate Planning Look Like?
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
September 11, 2020
Why Not Claim Social Security at 62?
Retirees have a choice about when to claim their Social Security retirement benefits, but for most people, 62 is the earliest age at which you can start them.
September 10, 2020
Elder Care
Why Can’t Doctors Recognize this Form of Dementia?
Lewy body dementia reached the public eye in 2014, after reports that Robin Williams died with diffuse Lewy body disease. However, despite the fact that Lewy body dementia is the second most common dementia, it remains frequently unrecognized.
September 9, 2020
Beneficiary Designation
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
September 8, 2020
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