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
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Surprise Your Heirs with the Perfect Estate Plan
“You may have created the perfect estate plan, but your heirs can easily end up in conflict and your estate in dispute–especially if the provisions
Help to Help You Care for Your Loved Ones
Family caregivers can play many roles, like scheduler, financial manager, housecleaner, encourager, nurse, navigator, nurturer and more. But the most important role is advocate, ensuring
Report on Billionaires Shows Next Gen Have Different Plans for Inheritance
A recent Billionaires Report by UBS and PwC shows that the unprecedented wealth creation that has occurred in the past 20 years is going to
Florida Courts Continue to Improve Senior Guardianship System
Florida Chief Justice Jorge Labarga announced the creation of a task force that will work on guardianship issues facing Florida’s courts. Labarga noted that few
What if You Die Intestate?
If your parents don’t have wills, how do you convince them that they need them? Education is key, says NJ 101.5 in “Talking to your
Some Trustworthy Incentive Trust Information
What if you have adult children that are—to put it kindly—financial disasters? What can a parent put in place so these adult children comply with
Choosing a Guardian? Why Not Pick Two!
“Naming a guardian for your children is one of the hardest, and most important, decisions you will ever make.” If you’re having a tough time
Take Action Now to Keep Money Safe as You Get Older
“Taking steps when you're younger can be essential to keeping your money safe in your later years.” You’ve all heard the sad stories about the
Having the Dreaded “Talk” with Mom and Dad
“Family conversations about money are almost always difficult, particularly the topic of estate planning.” To learn more about this and to find some strategies to
The Gender Gap in Retirement Preparedness is Out There
Business Wire’s recent article, “Millennial Women Face Significant Gender Gap in Financial Wellness,” says that the 2016 Gender Gap in Financial Wellness Study quantified the
North Carolina’s Senior Tar Heel Legislature Sets Priorities for Seniors
The North Carolina Senior Tar Heel legislature (NCSTHL) met recently in Chapel Hill for its final meeting of 2016. The committees discussed resolutions and established