What is the Average American Saving for Retirement?

November 5, 2019

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’

You Can Protect Pets with a Pet Trust

November 4, 2019

For most people, pets aren’t just animals–they’re the excited ‘hello’ when we get home from a long day of work, our jogging partners, our best friends, and part of the family.

Special Needs Child Requires Care-Filled Planning

October 30, 2019

As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.

Can You Make a Temporary Change to a Will?

October 8, 2019

I admit that this question stumped me. It was not so much because of what you are asking, but rather why you are asking it in the first place. I’ve tried to come up with a scenario why someone would want to change their will temporarily, but I have come up blank.

Ignoring Beneficiary Designations Is a Risky Business

October 7, 2019

We are programmed to contribute the “max” to our retirement accounts, but we disregard, or do not understand, the pitfalls of improperly filled-out beneficiary forms.

So, You Need to Serve in Power of Attorney – Now What?

October 1, 2019

I have appointed my oldest son as agent using a durable power of attorney form I got on the Internet. I want to be sure he understands his responsibilities if he has to manage my money and pay my bills when I become ill.

Your Living Will and the End of Life Talk

September 23, 2019

The best way to ensure that friends and family know your wishes is to email a copy of your living will and health care power of attorney to your decision-makers and use that delivery to tell them how you feel about end of life decisions.

Who Pays Your Credit Cards When You Die?

September 16, 2019

Unfortunately, credit card debts do not disappear when you die. Your estate, which includes everything you own–your car, home, bank accounts, investments, to name a few–settles your debts using these assets.

How Does a Successor Trustee Get Authority?

September 4, 2019

In my parents’ trust, they leave each other their share upon death, and then I become trustee when my last parent dies. I’m really concerned about this whole deal.

What Debts Must Be Paid in a Probate?

August 19, 2019

When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort everything out.

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