by Christine | Jun 30, 2015 | Beneficiary Designation, Beneficiary Forms, Divorce, Estate Planning, Estates, LIfe Insurance, Trusts, Wills |
Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will...
by Christine | Jun 29, 2015 | Asset Protection, Elder Law, Estate Planning, Estates, Living Trust, Retirement Planning, Tax Planning, Trusts, Wills |
In nearly every way you could make a mistake — for example, saving too late — you can also make up ground by availing yourself of all resources at your disposal (say, your employer's 401(k) matching program). With that in mind, here’s a list of 28...
by Christine | Jun 28, 2015 | Military, Nursing Home, Retirement |
The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this...
by Christine | Jun 26, 2015 | Uncategorized |
"Will you still need me? Will you still feed me? When I'm 64?" The Beatles first released these quaint, clarinet-fueled lyrics in 1967 when the loving answer to these questions was a resounding, "Yes!" Traditional marriage vows echo...
by Christine | Jun 25, 2015 | Uncategorized |
The sad truth is that most of us — some 70% of adult Americans — have neglected to write a will. Some think their assets are just too puny to worry about, others worry that the costs of writing a “last will and testament” are too high. But wills aren’t just...
