Far too many families find themselves in the position of realizing that Medicare doesn’t pay any or very little of the long term care expenses that can emerge when a loved one suddenly needs to enter the nursing home. Caring for a loved one at home might not be an option for your family. It […]

A new study has found that the retirement savings rate significantly improves when employees and workers get help with the bigger picture of their financial life. Employees who had access to ongoing coaching and insight for all aspects of their financial lives saw a retirement plan contribution rate increase up to 9.4% of their pay […]

Creating a last will and testament is an important component of estate planning, but it can also be one of the most confusing aspects of probating or administering an estate. A will does not expire but identifying different versions that replaced an older one or finding a will that at some point was revoked can […]

If you’ve already taken the diligent step of getting your general estate plan in order, is it possible you have neglected your online accounts? Today it is easy to feel like you’re adding new online accounts every week, trying to keep track of all of the passwords and related information. The problem is that when […]

Whether you’re concerned about your own health issues in older age or are now taking care of parents with issues, you might be under the impression that Medicare is in place to cover the vast majority of needs. This is not true, and it can come as an unwelcome surprise when you’ve already counted on […]

Being a single parent puts you in a position of power and responsibility that makes it all the more important that you tick off those important adulting activities like estate planning. These are some of the most important decisions that an adult can make and they can have a clear impact on your minor loved […]

If you’ve ever thought about estate planning before or even put together some of the key documents, you might still have questions about how to minimize the chances of an estate planning dispute after you pass away.  One popular tool for addressing this issue is to put together a letter of intent. Along with your […]

You start your estate planning process with the best of intentions, thinking carefully about who you want to include and what you’d like them to have. But what happens when your family members don’t agree with your decisions? Since you won’t be around to help explain your intentions, how can you work ahead to prevent […]

  For years, estate planning has been plagued by the perception that it’s only for the rich. As plenty of news stories show, even the rich and famous often neglect their estate planning at the risk of their loved ones.   But smart future-focused people know that estate planning goes far beyond just protecting the […]

If you’ve printed out a basic will, signed it, stored it, and then forgotten about it, this could set your loved ones up for challenges and frustrations if something happens to you. A will is a crucial document for your basic estate planning, but the work doesn’t end there for most people. Although a will […]