Who will inherit your IRA?
Most people name a beneficiary when they open the account and designate a spouse or children. Therefore, when they die, the money goes to a spouse or the children. Sounds easy, right? (Not so fast).
Steps to take to plan for long-term care needs
By Cathleen Summers
Statistics can be sobering, particularly when we are talking about long term care. According to a January, 2005 AARP article entitled A...
Understanding a Medicare glitch can save money
By Linda T. Cammuso
When you are admitted to a hospital, you might naturally think that you are an inpatient. But, the hospital may have...
Bad idea to keep estate plan a big secret
People tend to focus on the safekeeping of their estate plan. They try to think of the most secure place to store their documents — places such as a bank safe deposit box, a home safe or strong box or some other protected location.
Second marriages pose challenges in estate, benefits planning
Second marriages are as common in the 50 plus population as they are with younger married couples. Couples who have remarried are often unaware of the legal and financial implications of their marriage.
Estate planning: you can’t afford to wait
f you’re like most people, you probably have a list of reasons why you haven’t established your estate plan.
Understanding Homestead protection: How it protects you
If you own your own home and believe that it is protected because you have a Declaration of Homestead it is important that you and your loved ones fully understand the law.
