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
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 and other wealthy individuals who die without a will and accidentally disinherit loved ones often make the news. The results can be infighting and drawn-out court proceedings. Instead of putting your family through that, document your final… Read More
Get started adding your digital assets to your estate plan
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
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 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 married 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