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The Most Common Tax Slip-ups in Wealth Transfer

We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
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What Estate Planning Documents Should Everyone Have?

This is a great time to get organized with estate planning—it will make things a lot easier for yourself and your loved ones.
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How Do I Hire a Caregiver from an Agency?

Once you have a list of promising agencies, arrange a consultation. AARP has a checklist of important questions to ask before signing a home health contract.
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Social Security: What Do People Get Wrong?

Nearly 90% of American adults say they are at least somewhat confident in their knowledge of Social Security, according to the 8th Annual Social Security Consumer Survey from the Nationwide Retirement Institute. However, the survey also finds that many Americans don’t know their eligibility age, how payments are calculated and other essential information.
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Estate Planning Attorney: What a Will Can and Cannot Do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.
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What Estate Planning Should I Do in My 50s?

If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
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Vet’s Families Getting College Tuition Help

Children and spouses of veterans who die from service-connected injuries will be guaranteed in-state tuition rates under new legislation approved by Congress this week.
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How to Avoid a Fight over Family Business

In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country's population will be aged 65-or-older within a few decades.
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What are Elder Care Options for Dad at Home?

Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
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What are Digital Assets in a Will?

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.
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