Certificates of deposit (CDs) are treated the same as other forms of property during the inheritance process.
Life is unpredictable. At least some uncertainties and concerns can be addressed with a good estate plan that offers a wide range of benefits intended to protect one’s well-being and family’s wealth.
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
Unmarried couples don’t receive the same legal protections as married couples when it comes to inheritance and taxes.
As the surviving spouse, you’ll need to consider housing options, like whether to sell or keep the home, or downsize.
You pay nothing for these screenings if your doctor or other health care provider accepts assignment.
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.
If you’re thinking about retiring, or are already covered by Medicare, you might be overwhelmed by all the choices out there.
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