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New Year’s Resolution: Get That Estate Plan Done

New Year’s Resolution: Get That Estate Plan Done

Visiting an attorney to get your estate plan done is one New Year’s resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick.

14 Essential Questions to Ask Aging Parents This Holiday

14 Essential Questions to Ask Aging Parents This Holiday

With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.

Is Your Financial Information in Order?

Is Your Financial Information in Order?

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At the same time, it may relieve your loved ones’ burden in the future.

Inherited Retirement Accounts: Minimizing Tax Consequences

Inherited Retirement Accounts: Minimizing Tax Consequences

The SECURE Act changed how beneficiaries of inherited retirement accounts must withdraw these funds. Its passage made it more difficult for individuals to pass their retirement savings on to their heirs without tax liability.

Estate Planning for Surviving Spouses

Estate Planning for Surviving Spouses

After losing a spouse or longtime partner, it’s difficult to look past your grief. However, it’s crucial to understand the important and timely decisions you must make regarding your finances and personal estate plan.

Why Small Business Owners Need an Estate Plan

Why Small Business Owners Need an Estate Plan

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.  

While an…

Why Some Veterans Do Not Receive Disability Benefits

Why Some Veterans Do Not Receive Disability Benefits

As the veteran population in the United States increases – currently, almost 19 million- new programs for health, education, housing, and other benefits have been created. VA disability payments are one of the most common entitlements veterans overlook yet are…

Do You Understand Medicare?

Do You Understand Medicare?

If you are interested in information on Medicare, understand that applying for the benefit sometimes seems like a double-edged sword. On the one hand, Medicare is obviously a good resource because it provides medical benefits to seniors who are often…

Organizations that Assist Seniors Who Live Independently

America’s aging population is quickly becoming comprised heavily of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age, accounting for 18 percent of the US population. This demographic is driving significant and lasting challenges as…

Setting Your Kids Up For Success With Their Inheritance 

Setting Your Kids Up For Success With Their Inheritance 

Many parents find talking to their children about their finances uncomfortable. Talking about how much money or property you have is usually viewed as taboo.  Asking someone else about what they have is often considered impolite. But failing to talk…

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