As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go … Read More
“My loved one needs long term care but can’t qualify for Medicaid…..”
I hear this time and time again. However, more often than not, caregivers do not have accurate information. … Read More
We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial … Read More
You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the … Read More
Sandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income from investment … Read More
In our previous article, Understanding a Health Care Proxy*, we followed Richard, an 81-year-old widower, who had named his daughter Beth as his Health Care Agent in his health care … Read More
Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 million people today receive some form of … Read More
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with … Read More
Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. His daughter, Beth, … Read More
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Why You Want to Avoid Probate - Expert Advice
Don't pay back til you leave your home
DON'T LEAVE YOUR KIDS WITH A MESS.
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