by Christine | Jan 11, 2016 | Retirement Planning |
There are many ways you can ramp up your retirement income in 2016. Taking advantage of every possible way to grow your savings through employer matches and IRAs can help make 2016 your best retirement savings year ever. The number of Americans who need to ramp up...
by Christine | Jan 9, 2016 | Charitable Giving, College Planning, Estate Planning, Gift |
Even though 2015 just ended, consider some of these money matters, which could provide you with a fiscal advantage for 2016! While some of these tasks may be considered end-of-year financial tasks, it always good to keep them in mind during the year too. US News...
by Christine | Jan 8, 2016 | Estate Planning, Trustee |
Selecting the right trustee to execute your plans is just about the most critical decisions you can make—maybe even as important as the terms of the trust itself. Incorporating trusts in your estate planning provides more options for you and your heirs. But the same...
by Christine | Jan 7, 2016 | Digital Estate Planning |
In the past, family members had to dig through paper files and cluttered desks and hope that they would find necessary documents to handle end-of-life matters for loved ones. Today documents and information can be centralized in online vaults, but proper planning and...
by Christine | Jan 6, 2016 | Caregivers & Caregiving, Elder Law, Long Term Care |
Caregivers who are busy with children, aging parents and careers often drop one ball when juggling their responsibilities. The ball that is dropped? Taking care of themselves. If you've ever tried to learn to juggle, according to "The Sandwich Generation...
by Christine | Jan 6, 2016 | Elder Law, Estate Planning |
We don't like to devote time to preparing our will and other estate planning documents because it's just not a lot of fun. But think about doing the necessary planning as writing a love letter to your family. It tells them that you cared enough and did not...
by Christine | Jan 5, 2016 | Uncategorized |
A number of recent changes to some of the critical moving parts of estate planning make updating your estate plan in the first quarter of the New Year a good idea. Another good idea: make a "to-do" list on New Year's Day. Think of New Year's Day as...
by Christine | Jan 5, 2016 | Estate Planning |
Financial planners are often asked about basic estate planning documents, and they understand how important these documents are for you and your heirs. Financial planners who help families build and manage assets are often asked what documents are needed in an estate...
by Christine | Jan 5, 2016 | Alzheimer's, Caregivers & Caregiving, Dementia, Elder Law, Estate Planning |
The stresses placed on family members when a parent suffers from Alzheimer's and other forms of dementia is considerable, but when there is only one child to shoulder the burden, it can be devastating financially and emotionally. Only a few states offer support...
by Christine | Jan 4, 2016 | Advanced Health Care Directive, Baby Boomers, Durable Power of Attorney For Finances, Estate Planning, Financial Planning, Living Trust, Trusts, Wills |
We plan everything that we enjoy: vacations, holiday gift lists and parties. But planning for our senior years, which usually begins with retirement and ends at death, is something most people loathe to do. Planning for this stage of life can make the good...
