Tag: Estate Planning

State laws oversee estates and those laws are rarely the same. Many people retire in the snowy north and head to the warm south for a few months each year. If that is your scenario, it would be wise to keep that estate plan current because state laws are not usually the same and your […]
Planning for long-term care can give you peace of mind and protect loved ones from financial challenges. A recent study reveals that not even half of Americans 65 years of age or older have given much thought, if any, to the possibility of needing and planning for long-term care, according to Plan Advisor in the […]

So, just what is going on with your life, the kids, your health, their health, their future plans? Don’t just ask for the proper documents to create an estate plan. Make sure that your attorney knows what is actually going on in your life, according to the Citizen Times in “Expert advice: 6 financial decisions […]

The emotional support should be enough to get you started. Organizing your finances and creating an estate plan can be very simple. However, it is often avoided by many people, despite the peace of mind to you and your loved ones, according to The Brownsville Herald in “Additional Financial Protection for your Family: What to […]

Estate planning is crucial for parents with children with special needs. Parents want to give support to their children to develop through the years and continue after the parents are gone. Parents with children with special needs have an even bigger challenge, according to the Austin American Statesman in “How to plan your estate when […]

How do you help you and your family in the next phase of life? You’ve taken care of your children from their infancy through their college years. What more should you do for them? While you are planning for your later years, you can also make things easier for them, according to The Christian Times […]

Digital Files could remain forever, unless action is taken. The digital world has created many new issues which have an impact on almost everyone in today’s world. Unlike your other assets, digital isn’t a tangible item and could exist forever, according to the Press-Republican in “The great digital beyond“. Digital is a relatively new issue, […]

Continue to support your family and reduce some stress. A legacy is the culmination of our lives stored in the hearts and memories of those we knew and loved. Much of your legacy is how you finish your final years and the support you give your family, according to The Post and Courier in “How […]

Saving over time is a good way to create security. National 401(k) Day and Grandparent’s Day in September were special days to teach grandchildren about saving, but every day presents some kind of teachable moment, according to the Tuscon.com in “Retirement Planning: A 401(k) Day message“. One point you should stress to kids and grandkids: […]

Do you have digital assets but aren’t sure if you should do something to protect them? Even though your digital assets may not seem important, it is best to give them special consideration and include them in your estate plan, according to The St. Louis American in “Have you done estate planning for your digital […]