You have a few options when it comes to affording the whopping expense that is long-term care.
Archive - February 2020
Be Aware of Probate
Whether you recently experienced the loss of a loved one or are learning how to best prepare and...
Does My Mom Have to Pay My Dad’s Credit Card Debt after He Dies?
My father recently passed away and we discovered he had a large credit card debt on a card in his...
What Critical Estate Planning Document are Californians (and The Rest of Us) Missing?
Around two-thirds of all Americans have not prepared a health care directive, according to a...
Avoiding Probate with a Trust
In other words, family members who are not named to inherit anything in the will may still see the...
What Should I Know about Beneficiary Designations?
Many people have tens of thousands–even hundreds of thousands–of dollars in their IRAs. If you have...
Estate Planning for Unmarried Couples
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14...
Retirement Fund Withdrawals Can Affect Social Security Benefits
Social Security provides a guaranteed source of income in retirement, but what many don't realize...
Should Retirees Buy Vacation Homes?
While many retirees have considered purchasing a vacation home to escape cold winters, to rent out...
Can You Apply for a Mortgage at an Advanced Age?
Federal law, under the Equal Credit Opportunity Act, forbids discrimination in the mortgage market...