Do You Know What You Need to Know About Social Security?

Many people rely on the information provided by the Social Security Administration to learn about their Social Security options and benefits. A recent government study suggests that they might not be getting all the information they need. For decades the vast majority of Americans have made decisions about their Social Security benefits by asking experts [...]

2016-10-14T11:23:00-07:00October 14th, 2016|Social Security|Comments Off on Do You Know What You Need to Know About Social Security?

Should Seniors Get Married?

Getting married always comes with challenges and finances that needs to be worked out. This is especially true for people in their retirement years. When people fall in love and decide that they want to get married, they often do not think of all of the financial consequences of their decision to wed. In the [...]

2016-10-13T10:46:00-07:00October 13th, 2016|Retirement|Comments Off on Should Seniors Get Married?

When a Relative Is Missing

If a loved one has been missing for a long time, it is possible to have him or her declared deceased so that an estate can be administered. You might have seen a television documentary or a movie about someone who disappears. With hundreds of channels in need of content the genre is a popular [...]

2016-10-12T11:42:00-07:00October 12th, 2016|Current Affairs|Comments Off on When a Relative Is Missing

How to Get an Estate Plan

People seeking retirement advice often express concerns about needing to leave an inheritance for their loved ones. They should get an estate plan to do that. Different professionals have different roles in your financial well-being. Accountants can assist you with your tax returns. Retirement planners can assist you with your investments. And, as Morningstar explains [...]

2016-10-11T10:25:00-07:00October 11th, 2016|Preparing for Consult|Comments Off on How to Get an Estate Plan

Locating Old Retirement Accounts

People with old pensions and retirement accounts often have difficulty locating them. It can be more difficult for estate administrators who need to locate the old accounts. Some help might be on the way. When pension plans first became a popular benefit in the U.S. it was normal for people to stay employed by the [...]

2016-10-10T11:17:00-07:00October 10th, 2016|Retirement|Comments Off on Locating Old Retirement Accounts

One Document Parents Must Have

Parents with small children want nothing more than to make sure their children are taken care of no matter what happens. A will is an essential document to do that. There is something about bringing a new life into the world that changes most people. A new child causes most of us to change from [...]

2016-10-07T11:17:00-07:00October 7th, 2016|Wills|Comments Off on One Document Parents Must Have

What Is Your Estate Planning Attorney Talking About?

Estate Planning Attorneys talk about a lot of different legal documents. You need to know what those documents are. When you visit with an estate planning attorney, the attorney is likely to mention the names of several different legal documents. If you want to understand what the attorney is talking about, then you will need [...]

2016-10-06T10:08:00-07:00October 6th, 2016|Preparing for Consult|Comments Off on What Is Your Estate Planning Attorney Talking About?

What Are the Different Types of Trusts?

Learning about trusts can sometimes be difficult as there are several different types of trusts that you can get that are designed to do different things. When attorneys talk about trusts they often end up confusing laypersons with all of the legal jargon. There are many different types of trusts out there and each type [...]

2016-10-05T11:58:00-07:00October 5th, 2016|Trusts|Comments Off on What Are the Different Types of Trusts?

Rise of the Super Rich

More and more Americans are amassing large fortunes. That means that more and more Americans are concerned about how passing that wealth on to their children could impact their children's lives. In "Penta Millionaires: The New Rising Class" Barron's reports that the number of American families with wealth is growing and diversifying. More families have [...]

2016-10-04T10:43:00-07:00October 4th, 2016|Current Affairs|Comments Off on Rise of the Super Rich

Alleviating End-of-Life Regrets

Everyone regrets something at the end of a long life, even if it is just not telling friends and family how much they meant to them. A letter-writing project seeks to help people alleviate some of those regrets. Doctors and other professionals who care for the elderly who are approaching the end of their lives [...]

2016-10-03T11:25:00-07:00October 3rd, 2016|Preventing Estate Challenges|Comments Off on Alleviating End-of-Life Regrets
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