A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal
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Are You Ready to Take Your RMDs (Required Minimum Distributions)?
Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if
Blended Family Estate Planning
The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for
Can I Retire and Still Pay for My Kids’ College?
A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving
Start Year-End Planning Now
While considering your long-term investment goals, meet with your team of professional advisors to look at any issues or changes that could impact your typical
Review Your Tax Returns for Ideas on Improving Your Finances
You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in
Plug Your Nose and Draft a Will!
As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family
Check This Checklist and See What You Need to Do for Your Estate Plan
People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a
Divorce After Age 50 and the Impact on Retirement Plans
There’s an increasing number of older adults who must address this issue. The divorce rate among U.S. adults 50 and older doubled between 1990 and
Following the Rules in IRA Contributions
If you have money in a stock account or in retirement accounts, you may want to use the stock account to add money to your
Does Your Estate Plan Include “The Big Three”?
NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”
The Tax Consequences of Life Insurance Death Benefits
Forbes’ recent article, “Are Life Insurance Proceeds Subject to Taxes?” says that your beneficiary typically won’t be required to pay income tax on death benefits.