The internet has changed the way people manage their friendships, personal lives and finances. But the convenience of having a virtual presence is not without drawbacks. This online life presents some unique opportunities you can address by including your digital… Read More
Estate Planning
(9)Information on wills, trusts, powers of attorney and other essential tools to make planning for the long-term or the unexpected easier.
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How to get started making a will
Stories of celebrities who died without a will — accidentally disinheriting family members — have dominated the news. But even if you’re not a celebrity, documenting your final wishes to protect your family is a must-do. Here’s how to get… Read More
What you need to know about DIY wills
Everyone needs a will. No matter how simple you think your situation is, it’s best to have one. And, it may be simpler to create a will than you might think. Online resources now provide you with the tools and… Read More
How you can help protect the assets of the senior in your life
The National Adult Protective Services Association finds financial exploitation is the fastest growing form of elder abuse and adults with disabilities. June 15 is World Elder Abuse Awareness Day, an opportunity to take steps to help protect the assets of the… Read More
How to keep beneficiary designations up-to-date
It’s important to keep your beneficiary designations up-to-date. Failure to do so before a major life event occurs (such as death, change in marital status or the addition of a child) is a common mistake. When you pass, regardless of… Read More
Learn what a power of attorney can do for you
No one knows what the future has in store. The best we can do is prepare for the unexpected. That’s where powers of attorney come in handy. Understanding how each one works can help you prepare for the unexpected. Types… Read More
Suggestions for managing an inheritance
Managing an inheritance can be an emotional challenge, so it is wise not to make impulsive decisions. How you manage these funds can make a huge difference in your personal finances. Here are a few suggestions: Park the cash in… Read More
How to deal with debt after death
When a family member passes and leaves behind debt, creditors may start calling for payment. This can make the time of grieving even more stressful. Nonetheless, it’s better to face the issue of outstanding debt after death early. Here’s why…. Read More
Benefits of having an estate plan
Single and have no dependents? You still need an estate plan. Even if you’re single with very few assets, you want to be sure those assets go where you want when you die. Here’s some things you can do with… Read More