Do I Have to Pay Off My Spouses’ Debts after They Die?
Losing your spouse is a painful, confusing time, but add to that repeated calls from an aggressive debt collector and a bad situation suddenly can get even worse.
December 17, 2021
Should I Start Estate Planning Now?
Estate planning is a key piece of a comprehensive retirement plan.
December 17, 2021
Do Young Adults Need Estate Planning?
Highfalutin terms like “estate planning” can put off younger adults and conjure grandiose notions of excessive wealth.
December 17, 2021
When Should a Trust Be Reviewed?
Many people are under the impression that since they have a trust, they don’t need to do anything else. That’s not true. The trust you created years ago may not be appropriate for you now.
December 17, 2021
How Do I Handle Mom’s Healthcare Needs as She Ages?
If you’re a caregiver for a loved one, you have a lot on your plate. However, one of the most difficult tasks — especially if they have any health conditions — may be figuring out how best to communicate with their medical team.
December 10, 2021
Do Grandchildren Get Some of the Estate If Their Dad Dies before Me?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
December 10, 2021
What to Do with an Inherited IRA?
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
December 10, 2021
Can Elder Financial Abuse Be Stopped?
The financial exploitation of elderly people comes at a great cost: It costs victims as much as $36.5 billion each year, according to the National Council on Aging. It can also be more difficult to detect than physical abuse and neglect because it’s often done by family members, trusted friends and caregivers.
December 10, 2021
Does a Trust Protect You From a Lawsuit?
Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust?
December 10, 2021
Common Mistakes in Claiming Social Security
Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.
December 5, 2021
