Estate Planning for Those Without Next of Kin

An article in US News and World Report presents the question, “If today were your last day on earth, who (more…)

Caregiving impacts a number of areas in the caregiver’s life, but planning ahead is a way to reduce stress and any negative impact. Genworth released an executive summary that describes the culture of caregiving and, most importantly, how to take steps ahead of time to mitigate some of the issues...

Due to tax laws and distribution rules, knowing your IRA options can get quite confusing. An article on Time.com (http://time.com/money/3962730/costly-ira-myths/) (more…)

Many people recognize the importance of having a Will and other estate planning documents. However, to avoid the cost and (more…)

The latest telephone scam has surfaced and it is your own name and telephone number showing up on your caller (more…)

Do you know the rules regarding required minimum distributions (RMDs)? In USA Today, a reader posed the question; Q: I’m (more…)

We were recently informed about a resource that we believe will be helpful to many individuals who read our blog. This resource is The Caregiver’s Guide to Financial Planning in the Shadows of Dementia. Planning is very important for all people but it is especially important when a person is...

Do you have a Will in place? Have you discussed your Will with your children? Do they know where they (more…)

Genworth has conducted a Cost of Care survey every year for the past 12 years. For 2015 it appears the (more…)

Are your personal records organized? The National Law Review’s Estate Planning Update for February 2015 urges that you compile your (more…)