"Many people avoid dealing with the subject of senior caregiving until a crisis arises." According to The Ventura County Star in "Talk to aging parents
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Talk to Your Senior Parents About Four Major Planning Topics
Take the Heat Off Your Kids with Estate Planning
"The value of a will, and of long-term care insurance, which can be a million dollar gift to your children and family members." What's the
A List of Must-Have Estate Planning Documents
"Why Now Is the Best Time to Plan" Millennials are not discussing end-of-life care with their parents. Nevertheless, to save your loved ones avoidable pain
This Just In: Estate Plans Need to Stay Up-to-Date
"Now that everyone has settled into the New Year, it is a perfect time to review and update your estate plan." Situations change and, as
A Life Change Means It’s Time for an Estate Planning Review
"Having an estate plan doesn't mean that the job of protecting your family's future (and present) ends." If you have an estate plan in place,
Don’t Leave it to Chance: Spell out Executor Fees in Your Will
"Even on so-called simple estates, executors typically earn their fees." A legal battle in New York shows an aspect of estate planning that often doesn't
Talk Money and Death with Your Kids
"There's always a reason not to have the talk." Money and death top the list of conversational taboos — especially among family — so a
Don’t Forget to Ask Your Doctor about Dementia
"Do you worry that forgetting names, or where you put your keys, might be a sign of impending dementia?" Researchers who reviewed federal government data
Beneficiary Designations an Important Part of Estate Planning
"For most people, this beneficiary designation is, in fact, their entire estate plan." When people think about estate planning, many don't remember the importance of
What TV Shows Will You Watch When you Retire?
"Simply, they've spent the past 35 to 40 years saving money, but they haven't spent much time at all thinking through how they want to
Are You Going to Leave the Kids an Inheritance?
"The ‘spend it all' parents might ‘need help putting on the brakes.'" A report by the Hearts & Wallets financial services research firm says that
Think About What’s Next for Your Business
"What Are the Essentials of a Business Succession Plan?" Small business owners will devote much of their time to growing their businesses, but frequently they