Social Security survivor’s benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
A power of attorney is one of the most important estate planning documents, but when one sibling is named in a power of attorney, there is the potential for disputes with other siblings. No matter which side you are on, it is important to know your rights and limitations.
I came across this great article in Forbes’ Wells Fargo Voice from last month written by Alice Lesch Kelly that I want to share: Wealth Vs. Health: Take A Balanced Approach: Go to: Forbes for original post (mostly reproduced here). We all need balance in our lives and this article provides some great strategies for… Read More
The main purpose of a will is to direct where your assets will go after you die, but it can also be used to instruct your heirs how to pay your debts.
Even if you’ve created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact on your family. Read More
When your child reaches the age of 18, you no longer have the same level of access to, or authority over, his or her financial, educational and medical information. There are steps you can take to make sure your child is protected.
The recent tragedy in which ten Florida nursing home residents died when the nursing home lost power during Hurricane Irma is causing government officials to rethink disaster planning.
Uh Oh Irma! Hurricane Season is here – How to protect and prepare! Read More