If you’re anything like the typical person contemplating a second (or third) marriage, you are older, have children, have accumulated property, and have been enjoying
Blog
Twisted Sister Drummer’s Estate Planning Didn’t Rock
When Twisted Sister drummer AJ Pero died on March 20, it caught his fans and bandmates by surprise — and Pero’s own lack of estate
Marrying after 50
Coming together at 50-plus is different from getting married in your 20s, particularly when it comes to money. “You’ve had a lifetime of solidifying your
Baby Boomers Need to Remember Estate Planning with Their Retirement Planning
Many Baby Boomers are neglecting a key part of their retirement plans — creating an estate plan. And while death is not a pleasant thing
Common Senior Mistakes in Retirement Planning
While there is nothing that can guarantee that you will have sufficient money to cover all potential costs in retirement, there are certainly some common
Two Major Mistakes in Estate Planning
You’re probably well aware of the need to orient your investments toward retirement, but you might be less aware of the need for an estate
Special Concerns for Unmarried Couples
For unmarried couples, making a will is paramount, especially if they are sharing a home owned by just one member of the couple. If
Financial Planning for Millennials
Rachel Lake had worked with financial planners before, but the relationship didn’t click until the Millennial began working with an adviser who focuses his message,
Special Elder Abuse Prosecutor Proposed in Oregon
Older Oregonians who are vulnerable to financial and physical abuse would have a new ally if the Legislature agrees to finance a new state prosecutor
Two Uncomfortable Topics: Death and Debts
When a loved one dies, is it possible to inherit their debt? It’s a serious question for heirs, and particularly for couples who hold debt
Retirement Planning Advice from the Great Plains
An important area for review at this time of year, associated with tax savings, is retirement planning. If one is a farm or ranch owner,
The TV Show “Empire” Shows Us a Few Things about Money and Planning
Who says you can’t learn valuable lessons about money from the latest primetime drama? The new Fox television series Empire, which boasted more than 14
SUBSCRIBE TO OUR MAILING LIST
Latest Posts
- Aging at Home with Confidence: How Lancaster Downtowners Is Changing the Game
- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
- A $29 Million Estate, a Forgotten Will, and One Messy Legal Battle—Here’s What You Can Learn
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?