If you are ready to pack up and leave the work life behind, there are a few things to consider.

You have worked for decades and it is now time to retire. But wait, there are some things it...

Why is the revocable trust so appealing? You can change it whenever you’d like.

You do not have to have a lot of money or assets in order to benefit from the use of trusts, according to Barron’s in “Why a...

Check your estate plan for changes required to meet the requirements and opportunities.

Changes created by the passage of the Tax Cuts and Jobs Act create a need to revisit your estate plan, if you have not already done...

Passing away quietly at home without pain, is not a common occurrence.

Increasing the chances of achieving a peaceful death, require some careful planning as well as conversations with loved ones, according to The Wall Street Journal in “Preparing For a...

A good plan accomplishes your goals when you are gone and protects your loved ones.

Most people realize that they need an estate plan, yet the vast majority of Americans do not have one, according to the Lockport Journal in “Senior...

The time you save gathering financial information, will be appreciated in the long run.

This can really be a busy season, if you launch into spring cleaning and also gather together financial documents to do taxes, according to The Press...

Protect your assets from being mishandled.

As you prepare an estate plan, consider a look at creating trusts to protect assets through the generations, according to the Times Herald-Record in “Leaving inheritances to trusts puts you in control.”

Start planning long before a visit is needed.

Careful planning can often help patients with Alzheimer’s to be more relaxed and comfortable, if the day comes when a trip to the emergency room becomes necessary, according to The Advocate in “Alzheimer’s Q&A: What should I know before taking someone with Alzheimer’s...

Social Security options need to be approached carefully.

Many people have been known to confuse “Restricted Application” with the “Claim and Suspend” strategy and that can cause some problems, according to Forbes in “Put Thousands In Your Pocket By Taking Advantage...

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...