It is easy to make Social Security mistakes. Planning financially for retirement can feel overwhelming. You have been saving for years, but you know every
Trustee fees are paid to the individual or company managing a trust. You have created a revocable living trust. Because of your goals, this is
A letter of instruction allows you to provide helpful information to those handling your estate. You have your estate plan in place. The documents created
Individuals with disabilities may be able to qualify for Medicaid and have their own savings. Do you (or a loved one) have a disability? If
You could save money on your Medicare plan with appropriate planning. The start of autumn means Medicare open enrollment is drawing near. If you are
Disclaiming assets will change how an inheritance is distributed. Let us imagine a situation where a loved one recently died. This individual left an IRA
Paying for nursing home care may consume all of your savings. There are many physical ailments associated with aging. As we get older, our bodies
Your ex-spouse could inherit your estate without proper planning. You are divorced. This means you have an ex-spouse. Divorce proceedings and laws governing divorce can
Asset distribution can be a mess without proper estate planning. Do you own a car, home, bank account, or other property? If the answer is
Each life stage has unique estate planning needs. Are you young and single? Perhaps you were at one point but are now married with young
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