In today’s world it is not at all unusually 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...
The decision to disinherit someone isn’t made lightly and needs careful consideration.
Sometimes as the difficulties of life wind through families, it is decided it would be best to disinherit a family member. It can be done. However, it...
There are some lessons to be learned from the experience of others.
Things do not always go as we plan. A couple planned and saved for their retirement but then faced some tough challenges, according to the Canton Citizen in “Smart...
It wouldn’t be a lot of fun to run out of money.
What is the number one concern about retirement? Running out of cash is the answer. However, there are steps that can be taken to reduce the chances,...
Where do you want your assets to go, when you think of your loved ones?
Estate planning can be a comfort to you but is also a gift of peace of mind to your family and may be a...
The estate plan is a major tool to protect your family.
Okay, you now have an estate plan. What’s the biggest mistake you can make? Not updating the plan as the years go by and life changes occur, according...
You have options, when it comes to saving for those tuition bills.
What is the best way for one generation to save for the next generation to be funded for a college education? There are a number of ways...
Early signs of the loss of a customer’s mental agility may be recognized by banking personnel.
New federal legislation gives banks and financial institutions new tools to join in the efforts to halt the ever-growing problem of elder financial...
Joint accounts can sometimes be a problem for your estate.
Making all of your accounts as Transfer on Death (TOD) or Payable on Death (POD) to avoid probate, sounds like a simple solution in avoiding probate. However, sometimes it...
It is your future and your money. Learn everything you can about the program.
Social Security is an entitlement and you have worked long and hard for it. It would be best to take the time to investigate what...
