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...
Estate Planning Blog – Surprenant, Beneski & Nunes
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 &...
Upscale Retirement Looms in the Boomer Future
If you are thinking of upscale retirement, it might be best to check in early and enjoy the lifestyle.
Boomers have had a way of being out front, when it comes to making changes in society and it isn’t...
Second-Marriage Couples Face Estate Planning Challenges
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...
Is It Possible to Disinherit Someone? Yes, but It Isn’t Easy
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...
Look Closely at Your Retirement Options
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...