No family wants to address the elephant in the room, but the discussion needs to start somewhere. Are you adequately prepared to handle things when confronted with the death of […]
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other […]
So you’ve been named the executor in a friend’s or family member’s will. Now what?
It can be an honor to be entrusted with such a role; however, the responsibility that […]
If you ask most people, they would say they understand the importance of having a Last Will and Testament or a Revocable Living Trust to distribute property according to their […]
What key points should I know when planning my estate?
If you’ve ever considered estate planning, now is the time to take care of it. So many people wait until it’s […]
How can people widowed before retirement maximize their social security benefits? This study from the Journal of Financial Planning examines the Social Security program rules unique to widows approaching […]
Bonds without Interest?
By Shawn Meade, CFP®, CPA, MS
I was reading Kiplinger’s recently and came across the article “Ring Out the E-Bonds, Ring in the I-Bonds” by Joan Goldwasser. That got […]