Trusts serve several purposes. What mental images are formed when you think of trust? Do you think of millionaires? Thurston Howell III and Lovey, perhaps?
Successor trustees carry significant responsibilities. You have been named a successor trustee. The problem? You are not sure what this means. Relax, many people asked
Adult children with disabilities can be supported with proper estate planning. You are a parent of a child with a disability. No words can describe
Long-term care costs require more than Medicare to pay for them. Americans are living longer. That is good news. Hopefully, you are one of them.
Did you know cybercriminals are targeting retirement accounts? You have saved early and often for retirement. You know you need a significant nest egg to
Dementia and Alzheimer’s require proactive retirement planning. Getting older often involves declining cognitive functioning. For some, this involves a diagnosis of dementia or Alzheimer’s. These
Caregivers are not always trustworthy. For aging seniors, caregivers can be incredible blessings. They provide companionship, help with household chores, and assist with daily living.
Nearing retirement requires different savings strategies. You are nearing retirement. Perhaps you started saving early in your career. Maybe you waited to begin saving. Either
Financial planning should be a priority in 2020. Money is an important part of daily life. You need to for food, bills, and other expenses.
Estate planning mistakes are easy to make. Many people think estate planning is simple. You just write out who you want to get your stuff.
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