Retirement Benefits Disappeared? Here’s Help
“No one wants to lose money, particularly for retirement. However, it happens — people lose track of, or don't know they have, retirement...
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- Apr 24, 2019
- 2 min
What’s the Best Way to Pass the Family Vacation Home to the Next Generation?
“Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million against their lifetime estate-tax exclusion...
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- Apr 23, 2019
- 3 min
Should My Estate Plan Include a Trust?
“Many investors have an idea how they would like their assets distributed upon their passing. However, they are not sure of the best way...
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- Apr 22, 2019
- 3 min
Retirement Planning Mistakes that Can Be Fixed and Those that Can’t
“Retirement planning mistakes — especially the ones you can’t correct — can be costly. However, some are correctable. Here are three that...
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- Apr 19, 2019
- 3 min
Wills v. Trusts: What’s Right for You?
“While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth gives us the...
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- Apr 18, 2019
- 2 min
What a Durable Power of Attorney Can Do
“In some cases, the parent may have only nominal limitations. In others, a parent may be fully incapacitated. A parent may be mentally...
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- Apr 17, 2019
- 3 min
What You Need to Know, If the Next Generation Is Inheriting the Family Farm
“As the next generation buys out, is gifted, or inherits the farm, what are frequent sticking points that arise?” Understanding the tax...
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- Apr 16, 2019
- 2 min
Estate Taxes, Death and an Other Certainties
“Let’s identify the major ones that normally need to be dealt with, as well as what should be done to either plan ahead or plan shortly...
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- Apr 15, 2019
- 2 min
Surviving Spouse Needs An Estate Plan
“What’s going to happen when you die? If your husband died without a will, you probably don’t have an estate plan of your own. Get one.”...
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- Apr 12, 2019
- 3 min
Should Pets Be Part of Your Estate Plan?
“In one of the most famous pet trust cases, hotel magnate Leona Helmsley left $12 million in a trust for her dog, Trouble. The judge...
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- Apr 11, 2019
- 2 min
Beneficiary Designations and Your Estate Plan
“A well-executed estate plan is a thing of beauty – but make sure you aren’t neglecting some of the equally important parts of the...
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- Apr 10, 2019
- 3 min
What Happens to Social Security when Your Spouse Dies?
“Mary is 85 years old. Her husband, ‘Henry,’ is 89. They have been married 61 years. Mary told me that Henry is in failing health, and...
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- Apr 9, 2019
- 2 min
What is an Advance Directive and Do I Need One?
“Normally, your doctor explains your health care options. You then decide what is best for you. What happens if you are too ill to make...
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- Apr 8, 2019
- 2 min
There’s A Reason Why There are Laws about Wills and Estates
“A man executes a will leaving his property to three people. Later, he executes a new will removing one of the heirs. Finally, he...
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- Apr 5, 2019
- 3 min
Are You Retiring in 2019? Here’s What You Need to Know
“After putting in several decades of hard work so you could retire comfortably, it’s finally time to pull the plug. As you begin to set...
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- Apr 4, 2019
- 3 min
Smart Women Protect Themselves with Estate Planning
“Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take...
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- Apr 3, 2019
- 2 min
Phony Inheritance Scams Snags Southwestern Senior
“An 80-year-old Hawkins County man was swindled out of at least $4,000 that he paid as ‘fees’ to an African attorney required to receive...
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- Apr 2, 2019
- 3 min
Hurt Feelings, Family Battles and A Royal Mess
“Have you filled out a will stating exactly how you’d like your possessions and wealth divvied up, should you die? If not, you might be...
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- Apr 1, 2019
- 2 min
The Big Eight: Don’t Risk Your Retirement with These Mistakes
“A big part of generating enough income to live off of in retirement, is identifying and mitigating risks to that income stream. Bear...
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- Mar 29, 2019
- 2 min
Health Care Decisions in 2019 Require a Medical Power of Attorney
“A few months ago, I was planning knee replacement surgery. While providing the required pre-surgical information, including current...
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