Let’s hope you have a will and have named a power of attorney for finances and health care.
While most Americans aren’t in the market for tax shelters, the allegations in this case are a reminder of what can happen when taxpayers ignore professional advice and common sense on taxes.
Prearranging your funeral provides peace of mind by easing the burden on your family and ensuring that your wishes are followed.
Explore legal options like guardianship and grandparent power of attorney to ensure the well-being of grandchildren you’re raising.
Planning your retirement starts with understanding how much you’ll need. From there, you can calculate whether your savings and income sources are enough.
You need to keep it up-to-date and make changes after certain events occur to ensure that your assets will be distributed according to your wishes when you pass.
The sooner you plan for how you want to disburse your assets after you’re gone, the better, even if you’re still building yours.
According to a 2024 survey, only 32% of us die with a will. That’s down 6% from 2023 and doesn’t consider trusts or other estate planning documents.
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
Learn the importance of the fiduciary and how a trustee serving in this role protects your assets and loved ones.
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