Archive for the ‘Estate Planning – Wills/Trusts’ Category

Currency, a new service from American Express, helps young adults take charge of their personal finances. Currency offers tips and suggestions on saving and spending, and allows visitors to the site to share their new knowledge on social networks and thro

There is an old saying that can be painfully true, “You are only as happy as your unhappiest child.” One of the most common laments I hear from parents of adult children is that, for whatever reasons, their offspring seem to (repeatedly) need financial assistance … not because of illness of hardship, but simply through poor decision-making. It’s hard to talk-turkey with your adult children, and they seldom listen anyway. But, maybe they will listen to advice from a third-party, especially if that advice is delivered in a manner with which they are most comfortable – fresh, fun and online….

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Parents need immediate estate planning to make sure their assets are properly disbursed for the specialized care of their minor or adult children when they die — an event that can happen at any time.

Parents are encouraged to call upon the trained expertise of financial and legal advisors.

Through spouse’s, love and affection, is he abusing his wife?

There are a number of questions, facts and circumstances, to be investigated, not just get a list, and, slowly, hire someone.

When it comes to your estate plan, periodic review is a necessity

Here are some issues that could trigger the need to make a change in your estate plan.

Now is the time to review your personal finances

Now is the time to review your personal finances, here’s a brief checklist.

Beware of VA and Medicaid information on the internet, even from professional sources

Basically, the only good advice, is “Consult with an estate-planning attorney or other asset-protection professional who is steeped in knowledge of VA pensions and assisted-living benefits.”

Is your Independant Financial Advisor Accredited?

Ask if the financial advisor is VA accredited? If they are not, they have not performed required education to become accredited. Check accreditation at the VA Accreditation website.

Our Life Care Planning & Elder Care Practice addresses senior citizens concerns.

Our Life Care Planning & Elder Care Practice addresses senior citizens concerns.

The Case Against Do-It-Yourself Wills – Celebrity Mistakes

A will is important, especially as you move toward retirement. Yet an astonishing number of people of all ages still don’t have one.

Some people simply do nothing about retirement

It’s never too late to stop staring at the headlights and start retirement and asset protection planning.

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