Category Archives for Wills & Trusts
Singles Still Need a Plan for Retirement…just Different
Being in a relationship isn’t for everyone. However, if you find yourself single in the long run, financial experts say you should be planning for retirement differently
Continue readingThe Benefits of Having a Power of Attorney in Place
POAs are legal documents that allow you to name an “agent” (also sometimes referred to as an “Attorney-in-fact”) to act on your behalf for financial or health care decisions. They are key components of any estate plan
Continue readingFathers Strive to Protect Their Families…An Estate Plan Helps
Despite how it safeguards their families, many men avoid will-writing and estate planning. What is it that makes them so hesitant to do it
Continue reading4 Social Security Slips You Should Avoid
Social Security provides valuable benefits, and it’s important not to waste the opportunity to get them. However, given just how complex it is to evaluate your Social Security benefits, it’s not surprising that some people make mistakes
Continue readingWhy So Many Pastors Don’t have an Estate Plan
Passport? Check. Airline ticket? Check. Hotel reservation? Check. After careful planning, you’re ready for vacation! However, have you taken more time preparing for a vacation than your estate plan
Continue readingThere are Certain Financial Areas that need to be Taken Care of Before the End of the Year
New Year’s Eve is far away. However, it’s never too early to organize your finances for the end of the year. Do it while there’s still plenty of time to increase your retirement nest egg, lower your taxable income and avoid tax penalties
Continue readingWhy You Need a Last Will and Testament
Earlier this month, news outlets reported that Aretha Franklin, a Memphis native, died without a will. That fact seems important, but what good does a will actually serve
Continue readingAre You and Your Retirement Investments Prepared for “Market Correction?”
The older the current bull market gets, the more stories you’re likely to read about how this is an awful time to retire
Continue readingDigital Accounts Needs to Be a Part of Every Estate Plan
Digital assets, including banking and investing accounts, e-mail accounts, photos, blogs, bitcoins and money accounts, such as PayPal, are usually password protected. Some of them have real value and others might have sentimental value to heirs
Continue readingCan You Still Participate in Philanthropy During Your Retirement Years?
Spending generally declines during retirement for most budget items, but charitable giving tends to buck this trend
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