_ Money Matters Wills & EstatesGreatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By Sondra Forsyth articleAnyone who just inherited a deceased parent’s IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
_ Money Matters Wills & Estates3 Tips to Make The Finances Add Up for the Spouse Left Behind By Jane Farrell articleTraditional wedding vows usually include the phrase “till death do us part,” but it’s not a part of the ritual … Read More→
_ Wills & EstatesWhat the Kids Get: Planning Your Legacy By Jane Farrell articleAfter a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
_ Wills & EstatesEstate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth articleHollywood’s stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Wills & EstatesA Guardian for Your Children: Planning in Case You’re Not There By Sondra Forsyth articleWhile everyone needs a will to settle money matters, there’s a far more compelling reason to have one if you … Read More→
_ Money Matters Wills & EstatesHow to Decide Who Merits Your Money as You Ponder Your Legacy By Sondra Forsyth articleNot long ago, Jeff Bezos took to Twitter to ask the world for charitable-giving ideas. The Amazon.com founder sought a … Read More→
_ Wills & EstatesLeave The Legacy You Want with This End-of-Life Checklist By Jane Farrell articleA lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
_ Money Matters Wills & EstatesWhat You Need to Know If You’re Named the Executor of an Estate By Sondra Forsyth articleIt is time to meet your team. They are (in no particular order): lawyer, accountant, appraiser, realtor, auctioneer, insurance agent, … Read More→
_ Money Matters Retirement Wills & EstatesFamily Meetings Can Resolve Money Issues By Sondra Forsyth articlePeople often find it harder to talk about money than politics, death or religion. To get family money issues out … Read More→
_ Aging Well Caregiving Money Matters Retirement Senior Health Wills & EstatesGet Smart About Elder Financial Abuse By articleBillions of dollars in life savings are lost each year due to the financial exploitation of older adults. Perpetrators include … Read More→
Wills & EstatesWhy Family Feuds Erupt After the Will Is Read By articleThe recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want … Read More→
_ Money Matters Retirement Wills & EstatesProtecting Loved Ones from Financial Predators By articleOne can only wonder how many people deal with financial predators in America. Terrie and Jon Hull have a scary … Read More→
_ Wills & EstatesThe Best Estate-Planning Tips By Jane Farrell article If you don’t have a will, you are not alone. Half of Americans don’t have a will, a living will, or financial and medical powers of attorney. Yet we know a will and other estate documents would ease our family’s burdens if something happened to us.