senior couple talking

If the topic of medical directives has not come up within the family and there has been no discussion, then do it now. Medical directives and other estate planning documents need to be kept up to date as the years pass by, according to the Watertown Public Opinion in “Keep medical directives up to date“. […]

printing calculator

If you are fortunate enough to have an employer match, the end results are even better. The IRS has raised the contribution limit for a 401(k) plan by $500 next year and it can make a difference over the years in your retirement fund, according to The New York Times in “I.R.S Is Raising 401(k) […]

question mark

Everyone dies but what documents do you need in your lifetime? When it comes to estate planning, people often focus on what is needed when you pass away. However, there are some key documents you don’t want to go without in your lifetime, according to in “Estate Planning: 3 important estate planning docs, and […]

Woman taking a picture of themselves

You may have to take care of your parents in later life and it’s best to prepare one step at a time. Life starts out with your parents taking care of you but often that scenario changes and you end up caring for your parents. Sometimes preparing for that situation is easy but not always, […]

Old couple

Thinking of traveling after years of work? Plan for it and save for it. When it comes to planning for your retirement, consider the possibilities that await you. However, you also should consider the fact you will most likely be living on a fixed budget and costs become crucial, according to Investopedia in “How to […]

human miniature standing over piled coins

What might happen if you have the talent for success but not the talent for business? As can often be the case, many extremely talented people accumulate large estates and they often are not prepared to take on the task of organizing the transfer of assets, according to the Reno Gazette Journal in “Yes, even […]

maps compass and monocular

You may want access to some of your estate planning documents while traveling. Documents created in an estate plan such as a health care proxy, durable power of attorney and others all need to be kept in a safe place. However, it might also be a good idea to have them easily accessible, according to […]

senior couple talking

Some issues are not easy to approach for discussion. However, they are necessary. With holidays upon us, it is perhaps a good time to have a conversation with your parents about long-term care and other aging issues, according to News3LV in “Tough talks over turkey: Is it time to have “The Talk” with your parents?“. […]

Family Pulling Party Favors During Christmas Dinner

In today’s world it is not at all unusual to have a blended family. Blended families often face special challenges when it comes to estate planning. Those issues are best approached openly, according to JD Supra in “Seven Estate Planning Considerations For Blended Families“. Spouses can leave their assets separately and have their own revocable […]

Happy old couple

Strong finances and a full social life can often be the keys to success. There can be happy retirements and there can be challenging and perhaps even unhappy retirements. However, the state of those years is often created long before retirement age arrives, according to U.S. News & World Report in “Retired and Loving It? […]