Estate Planning and Eldercare

Leaving an IRA as an Inheritance
 

Leaving an IRA as an Inheritance

Posted: February 14, 2019
You’re hoping to leave a nice legacy to your loved ones, something that can enhance their financial security or help them achieve special goals. Have you considered how your individual retirement account (IRA) fits into your estate plans?

Living Together over 50
 

Living Together over 50

Posted: March 2, 2018
An increasing number of people over 50 are deciding to cohabit with a partner rather than get married. Here is some advice on the financial-related issues for older couples starting a new chapter together.

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.

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.