If the clients wait until the last minute, panic can set in.
A woman and her team focus on the difficulties of the work as well as the emotional challenges faced by Baby Boomers who opt to downsize, according...
Estate Planning Blog – Surprenant, Beneski & Nunes
Offered Early Retirement? Consider the Options
Offers to leave your job with compensation are growing at a considerable rate.
The offering of early retirement has grown tremendously in the U.S. However, it is important to think the options through carefully, before making your decision, according...
Age Doesn’t Matter—You Need an Estate Plan
How many people over the age of 45 do not have a prepared will? Two out of Five!
Many people seem to have a difficulty getting started with an estate plan. However, it really doesn’t take much to do...
A Fiduciary Has Considerable Responsibilities
It sounds financial but it isn’t. It is all about the person’s behavior in the relationship.
A fiduciary relationship is a legal relationship that includes responsibilities that can be enforced and it is important to look closely at it,...
When It Comes to Farming, It’s All about the Family
Government regulations usually have less impact than family relations.
There are some big mistakes that farmers can make. It is best to be aware of them and avoid following in the footsteps of others, according to Ag Web in “5 Estate...
Why Didn’t Cinderella’s Dad Plan Ahead?
The tale might be light-hearted, but it is actually a dire position for the daughter.
Proper estate planning by Cinderella’s father could have created an entirely different outcome in that very famous fairy tale, according to The National Law Review in
Planning Can Give Someone Access to Your Health Documents
Laws can still prevent someone with your Advanced Care Directive, from accessing medical records.
It seems illogical that the person who is named as your agent under an Advanced Care Directive can’t gain access to your health care records....
The Majority of Elderly End Up Needing Long-Term Care
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...
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...