LOGO

Blog : Estate Planning

Strategies for the “Sandwich” Generation

If you are taking care of your aging parents and still helping your own children, you are part of the “sandwich” generation. If you feel as if you will never be able to go off duty because of all the people who make demands on your time and money, here are some strategies for the

Read More »

The Secret Retirement Account HSA

Medical care is one of the highest expenses in retirement. There is a way for you to save funds for these costs with a triple tax benefit. You do not get taxed on the money you contribute to your Health Savings Account (HSA), on the money you withdraw from it to pay approved medical expenses,

Read More »

It’s Better to Plan Ahead

It’s Better to Plan Ahead. Two stories of two people who managed their personal lives very differently illustrate the enormous difference that can happen for those who refuse to prepare themselves and their families for the events that often accompany aging. As an article from Sedona Red Rock News titled “Plan ahead in case of

Read More »

How Do Prenup and a Postnup Vary?

“yours is the light by which my spirit’s born:yours is the darkness of my soul’s return—you are my sun, my moon, and all my stars” E.E. Cummings “The best thing to hold onto in life is each other.” Audrey Hepburn Investopedia recently published an article, “Prenup vs. Postnup: How Are They Different?” It explains that

Read More »

Inheritance now what?

Inheritance now what? Inheriting money puts a whole new spin on your outlook on money, says The Kansas City Star in its article “Coming into some money? Be wise with it.” Should you pay off your debts first, if you have any? Make a list of your debt balances and their interest rates. If the

Read More »

Busy People Need to Make Time for Retirement Planning

If you’re a busy mom or dad; are committed to long hours at work or have a successful career, maybe a real estate developer or a physician, you’re too busy to think about retirement. However, just like you had to prepare for your current position, you need to prepare for your life after you stop

Read More »

Estate Plan for Blended Family

Estate Plan for Blended Family. There are several things that blended families need to consider when updating their estate plans, says The University Herald in the article “The Challenges and Complexities of Estate Planning for Blended Families.” Estate plans should be reviewed and updated, whenever there’s a major life event, like a divorce, marriage or

Read More »