Not having a long-term care plan, can put your family at financial risk.
A government report estimates a vast majority of those over 65 will end up needing long-term care. However, many people do not have plans to meet...
Estate Planning Blog – Surprenant, Beneski & Nunes
Can Bankruptcy have an Impact on Your IRA?
Protection varies, according to state law.
IRAs are protected from bankruptcy. However, there are some limitations you should guard against, according to The Balance in “What is IRA Bankruptcy Protection?”
President George W. Bush signed bankruptcy protection into...
To-do List for 2019 Should Include These Documents
Don’t wait until you are under pressure, to create these safeguards.
If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish...
Alzheimer’s Family Support Center Created by Caregivers
Like so many family caregivers, Judi and Rachael Devaney came to caregiving out of love. With the help of the Alzheimer’s Family Support Center, this powerful mother-daughter duo spent several years caring for Judi’s mother Gigi throughout her battle with Alzheimer’s disease....
How Do You Fill Void when Caregiver Role Ends?
What happens to the caregiver, when your loved one is gone?
Providing care for another adult can be difficult, because the caregiver often puts their life on hold. They may find themselves facing a new challenge later, according to the AARP...
Some Common Estate Planning Mistakes Best Avoided
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...
Will ‘Phased Retirement’ Work for You and Your Employer?
Working at the age of 65, is not the same as working at 20.
Working for decades can take a toll on employees, as they near retirement age. However, a phased retirement can offer a situation...
Why Not Set a Goal of Estate Planning This Year?
Now is the time to handle those details you have overlooked.
There may be a number of estate planning details that you have not addressed in previous years. This year is a good year to get it done, according...
Life Insurance Can Be Part of Taxable Estate
Life insurance isn’t taxable to beneficiaries but there can still be a tax involved.
An Irrevocable Life Insurance Trust can be a key part of your overall estate plan, according to JD Supra in the article “Estate Planning: The Irrevocable Life...
Pension or 401(k)? Which Is Best for You?
If Social Security will be 40% of your income, where does the rest come from?
Social Security was never intended to be your total retirement funding, so you need as many revenue streams as possible, according to U.S. News &...