What are Benefits of Pre-Planning My Funeral?
Questions around death planning can feel overwhelming: Cremation or burial or natural organic reduction? What will your family want, and what will it cost? Do you really need to think about all this if you’re young and healthy right now—or can you put off these decisions until you’re older or dealing with a life-threatening illness?
Is an IRA Conversion a Good Idea when the Market Is Down?
Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
How Fathers Leave a Legacy of Caring
Congratulations, Dad. You’ve raised your children, who now have children of their own. Despite all the obstacles of recent years, the family is thriving. You feel good about how you’ve led your life and are hopeful about the years ahead. The next thing on your agenda: creating a legacy of caring for your family. This […]
Second Marriages and 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.
What Do I Need to Know About Long-Term Care Insurance?
Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
Can a Vacation Home Be Kept in the Family for Generations?
These vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.
Does an Elder Orphan Need an Estate Plan?
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
What Does ‘Community Property’ Mean?
You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
Best Home Modifications to ‘Age in Place’?
As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.
What Should I Know about Finances Before Remarriage?
You may want to consider some financial issues before walking down the aisle again.