So, which trusts will work for you?
There are many ways to use various trusts within an estate plan and it most likely will be beneficial to learn which ones will help achieve your goals, according to The Daily Sentinel in
Review Your Estate Planning Documents
If the topic of medical directives has not come up within the family and there has been no discussion, then do it now.
Medical directives and other estate planning documents need to be kept up to date as the...
IRS Increases Annual 401(k) Contributions
If you are fortunate enough to have an employer match, the end results are even better.
The IRS has raised the contribution limit for a 401(k) plan by $500 next year and it can make a difference over the...
Don’t Skip These Estate Planning Documents
Everyone dies but what documents do you need in your lifetime?
When it comes to estate planning, people often focus on what is needed when you pass away. However, there are some key documents you don’t want to go...
Preparing to Care for Your Parents Can Be Difficult
Life starts out with your parents taking care of you but often that scenario changes and you end up caring for your parents. Sometimes preparing for that situation is easy but not always, according to Connecticut Magazine in “Senior Caregiving 101.”
Planning Retirement? Consider All Your Options
Thinking of traveling after years of work? Plan for it and save for it.
When it comes to planning for your retirement, consider the possibilities that await you. However, you should also consider the fact you will most likely...
Early Stages of Dementia? There Is Still a Future
There can be a future, but plans must be made.
A diagnosis of early stages of Alzheimer’s does not mean the immediate end. However, it does mean that plans have to be made quickly, as explained in The New York...
Keeping New Year’s Resolutions Can Be a Challenge
Life can get in the way of you meeting your goals. However, embracing some tactics can be helpful.
Making resolutions to accomplish certain goals is never an easy task and New Year’s resolutions are no different. Financial goals are...
Keep Documents Safe but Reachable
You may want access to some of your estate planning documents while traveling.
Documents created in an estate plan such as a living will, durable power of attorney and others all need to be kept in a safe place....
Adult Children, Parents Should Discuss Aging Issues
Some issues are not easy to approach for discussion. However, they are necessary.
With holidays upon us, it is perhaps a good time to have a conversation with your parents about long-term care and other aging issues, according to News3LV in