Estate Planning and Eldercare

Tips on Getting the Most from Insurance
 

Tips on Getting the Most from Insurance

Posted: December 4, 2017
Every day, Americans buy insurance so they’ll be able to leave money to their heirs or be reimbursed in case of theft or accident. Some useful financial planning strategies include considering a trust, documenting your possessions and asking about insurance discounts.

Protecting Your Legacy
 

Protecting Your Legacy

Posted: December 4, 2017
Expecting to leave your family financially secure when you’re gone is an important goal, but some people don’t reach it because of simple oversights in their planning for the future. Here are some tips.


Eldercare Dos and Don
 

Eldercare Dos and Don'ts

Posted: September 27, 2017
If you’re juggling eldercare responsibilities and have concerns about your parents’ finances, the following are some dos and don’ts.

5 Things to Know about Reverse Mortgages
 

5 Things to Know about Reverse Mortgages

Posted: August 3, 2017
Many seniors turn to reverse mortgages to enhance their spending money in retirement, but they may not be right for everyone. Here are some facts you should know.

Maintaining a Happy Multigenerational Home
 

Maintaining a Happy Multigenerational Home

Posted: July 5, 2017
Planning ahead and talking through changes in circumstances are two of the best ways to succeed with and truly enjoy multigenerational living. A multigenerational home can be joyous and fun for the family, but it can also pose some challenges. Here are a few tips for managing it all.

5 Important Things to Do After a Loved One Dies
 

5 Important Things to Do After a Loved One Dies

Posted: August 29, 2016
During such an emotional time, it can be difficult to remember what needs to be done, keep track of important documents and, especially, to make hard decisions that no one wants to make. We recommend the following steps to take in the event of a loss of a loved one.