August 12, 2022 •
Estate Planning Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read MoreJune 3, 2022 •
Estate Planning More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Read MoreFebruary 10, 2022 •
Estate Planning State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Read MoreDecember 8, 2021 •
Estate Planning At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Read MoreOctober 14, 2021 •
Estate Planning Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
Read MoreJuly 23, 2021 •
Estate Planning First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
Read MoreJune 30, 2021 •
Estate Planning As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJune 14, 2021 •
Estate Planning The bill for long-term care adds up fast. The annual median cost for a private room in a nursing home was $105,850 in 2020, according to Genworth. The government could pick up these costs if you qualify for Medicaid, but that’s easier said than done.
Read MoreMarch 26, 2021 •
Estate Planning Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
Read MoreFebruary 18, 2021 •
Estate Planning After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Read More