Death is inevitable and so is paying taxes. However, one can definitely avoid leaving behind an unexpected financial burden for those who are left behind, by enrolling in the Colonial Penn 9.95 plan, assuring final insurance.
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.
Why naming a guardian for your child is important.
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.
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