You don’t want to be struck down with an illness and have your preferences unknown.
Even if you are single, you don’t want to be left with your healthcare in question should you become suddenly ill, according to Morningstar in “2...
Estate Planning Blog – Surprenant, Beneski & Nunes
Do It Yourself Estate Planning Can Backfire
Shortcutting the process can save money now. However, it will be costly later and cause problems for heirs.
Trying to work around estate planning with limited knowledge, can often create more problems than it solves, according to My San Antonio in...
Nursing Home Care Is a Problem that Should Be Addressed
Tom has health care issues and Louise can no longer care for him.
Tom and Louise have been married for half a century and live in the same home they bought when first married. They are worried about possible...
To Trust or Not to Trust — That is the Question
If you decide on a trust, which one is best?
The question of whether you need a trust or not in your estate plan, is best answered after a discussion with an estate planning attorney. However, here is some...
If You Have a Farm You Need an Estate Plan
The next generation may be willing to continue. However, it is important to prepare for the legal issues.
If it turns out that the next generation of a family with a farm want to work it, you have a...
Families Deal with Estate Planning Opportunities
The basics of estate planning can deal with various situations.
Since family situations differ greatly, there can be challenges and opportunities as the members deal with estate planning basics, according to the Chicago Tribune in “Dealing with property transfers and gift...
If You’re Ready for Social Security, Avoid the Mistakes
It can get tricky, if you have an age gap or earnings gap.
When a couple starts thinking about Social Security, they had best do the research because there are some costly mistakes that can be made, according to Considerable in
Unmarried Couples without Wills Can Face Some Challenges
Rights can become complicated, if there is no estate plan or will.
If you and your partner are an unmarried couple, there’s a good chance you are going to face some difficulties when it comes to medical decisions...
Lost Track of Your Retirement Benefits?
Changed jobs? Moved around? Don’t know where your accounts are located?
There may be more retirement money out there for you, if you have changed jobs during your lifetime and haven’t kept track of the accounts, according to the Albany...
Some Retirement Errors Can Be Fixed while Others Cannot
There are mistakes that can be avoided, and others may still be fixed. However, it is better to get it right the first time.
You can spend a lot of time planning for retirement. However, you can still make...