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End-of-Life Planning Guidelines

Humans differ from every other creature on earth because we know that one day our life and everyone else’s will eventually end.  So you would think that most rational human beings would make a plan for the last stage of life, but unfortunately, … [Read More]

5 Key Benefits of a Trust

Trusts are for rich people, right?  Wrong.  There are five key benefits of creating a trust, and they can apply to anyone who has the need to: Protect assets.  The list of people who have mismanaged assets, including spendthrift heirs, could … [Read More]

boomer couple

Study Finds Boomer Widows Financially At Risk

On average, women live five years longer than men, and it is currently estimated that 70 percent of baby boomer women will outlive their husbands.  According to a recent ING Direct USA survey, almost 80 percent of boomer women say they lack the … [Read More]

How Estate Planning Helps Caregivers

If you are or will be caring for an elderly relative, it is critical for you to ensure that person has the proper estate planning documents in place that will enable you to provide the best possible care.  Those documents include: Durable Power … [Read More]

Top 10 Estate Planning Myths That Could Hurt Your Family, Part 2 of 2

A recent Forbes.com article exposed the top 10 estate planning myths that could be detrimental to your family; here are the second 5: You don’t need a lawyer to create an estate plan.  A Consumer Reports investigation recently found that online … [Read More]

Top 10 Estate Planning Myths That Could Hurt Your Family, Part 1 of 2

A recent Forbes.com article exposed the top 10 estate planning myths that could be detrimental to your family; here are the first 5: Estate planning is only for the rich.  On the contrary, estate planning is not just about money.  It’s about … [Read More]

How Much Do You Need to Save for Retirement?

One question that plagues millions of Americans is, how much do you need to save for retirement?  When many people are just making ends meet, the thought of having to pile up a million dollars or more for retirement seems like a pipe … [Read More]

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