Addressing your aging parents’ finances is not easy. Several years ago, when Gwen’s mom started showing signs of memory loss, she had conversations with her
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Should I have a TOD (Transfer on Death) for my Brokerage Account?
Life insurance, IRAs, 401(k) plans and other retirement accounts pass directly to the beneficiaries you designate outside of your will. Brokerage accounts, on the other
Tips to Avoid Elder Financial Fraud and Abuse
The costs of elder financial fraud and abuse are more than financial. In fact, for elderly citizens who are financially exploited, the impact is more
Yes, You’re Rich Enough for an Estate Plan
Many people believe that they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth. We believe that estate
Life Estate Can Be a Big Estate Planning Tool
Most people’s most important asset is their home, and protecting it is always a priority. In your retirement, though, the threat of huge, unexpected medical
Retiring and Relocating? Read This.
There’s more to relocating in retirement than picking a warm spot and enjoying the future days of leisure. Before making your decision, you’ll need to
Choosing the Right Trustee
Choosing the right trustee is vital to ensuring that your beneficiaries enjoy the legacy you intend to leave behind. Rick Friedman, senior vice president and
What Just Happened? You Need to Consider Estate Planning
With an estate plan, you can ensure that your loved ones are taken care of financially after your death. You can give your family peace
Ever Wonder How People Die?
Accidental gunfire claimed 348 lives from 2001-2010 in Alabama, and gunshots of undetermined intent killed 147 in Arizona. And while both resulted in far fewer
More Access for Veterans Proposed in New Legislation
The Senate has passed a bill further expanding a law giving veterans easier access to federally paid medical care from private doctors. The bill relaxes
Navigating the Medicare Enrollment Process
Most people heading into retirement know life after work isn’t all shuffleboard on the lido deck. There can be serious money and health care concerns,
Why Is Elder Care So Stressful?
Despite the fact that millions of Americans are facing elder care challenges and struggles, there are not a lot of supportive and informative resources that
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