Do You Understand Veterans’ Benefits?
It’s important to understand the VA benefits available to you before you separate or retire from military service.
What are Biggest Financial Blunders Folks make after 50?
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
Should I Ask Mom and Pop about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
Some Assets Better Left Outside of Will
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Beneficiary Battle over Presley Estate Reveals Possible Problems in Estate Planning
A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing.
Estate Planning Solutions for Second Marriages
I’m looking for guidance on where to start with planning in case something happens to me or my husband.
Don’t Miss Out on Estate Planning Opportunities
People often overlook critical steps when they are doing their estate planning.
Does ‘Gray Divorce’ Fit into Estate Planning?
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
How Best to Use Life Insurance Proceeds?
There are many options, but the best use of the money is different for each widow and her unique circumstances.
Inheritance Alternatives to a Stretch IRA?
Leaving behind a huge tax bill for your heirs with the stretch IRA scuttled? Here are some ways around it as lawmakers consider an updated SECURE Act.
