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You may want access to some of your estate planning documents while traveling. Documents created in an estate plan such as a living will, durable power of attorney and others all need to be kept in a safe place. However, it might also be a good idea to have them easily accessible, according ...

Some issues are not easy to approach for discussion. However, they are necessary. With holidays upon us, it is perhaps a good time to have a conversation with your parents about long-term care and other aging issues, according to News3LV...

In today's world, it is not at all unusual to have a blended family. Blended families often face special challenges when it comes to estate planning. Those issues are best approached openly, according to JD Supra in “Seven Estate Planning Considerations For Blended Families.”

Strong finances and a full social life can often be the keys to success. There can be happy retirements and there can be challenging and perhaps even unhappy retirements. However, the state of those years is often created long before retirement age arrives, according to U.S. News & World Report...

Many retirement strategies are often presented in Hollywood. Even though it is an unlikely source of planning for retirement, the movie industry often leads to the thought process about the later years of life, according to USA Today...

You have options when it comes to saving for those tuition bills. What is the best way for one generation to save for the next generation to be funded for a college education? There are a number of ways to accomplish it, according to Penta...

There are ways to make both members of the couple knowledgeable about finances. There can be a high cost to the surviving member of a couple, if the member who passed away was the person who handled all of the household finances, according to The Wall Street Journal...

Early signs of the loss of a customer's mental agility may be recognized by banking personnel. New federal legislation gives banks and financial institutions new tools to join in the efforts to halt the ever-growing problem of elder financial abuse, according to The Wall Street Journal in...

Sometimes even having a will is not enough. Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their financial world will become an open book, according to the Robb Report...

Joint accounts can sometimes be a problem for your estate. Making all of your accounts as Transfer on Death (TOD) or Payable on Death (POD) to avoid probate sounds like a simple solution. However, sometimes it can become a complex problem, according to The Mercury...

Consider your planned lifestyle before retiring, in order to choose the right location. As retirement approaches, many people need to decide between remaining in their home of many years, downsizing to a smaller location, or moving to a retirement community. However, many myths about retiremen...

Your family will most likely face some tough times if you don't make a plan. It doesn't matter which generation you belong to, when it comes to estate planning. If you pass away without an estate plan, it is likely the people you love will face many trying days of tough decisions and trying ...

So, what would you like to happen with your business? If you are a business owner, you have worked long and hard to be successful. However, there comes a time when you look toward the future and decide what you would like to happen, according to Northern Nevada Business...

As life progresses, an estate plan often becomes even more important to you and your family. As a person's life progresses and the difficulties that can arise do, they are often motivated into creating an estate plan but that isn't necessarily the end of the story, according to the Brentwood Home Page...

So, just who signed the agreement? The Alabama Supreme Court has ruled that the daughter of a deceased dementia patient does not have to submit to binding arbitration with a nursing and rehabilitation center, because of the question of having authority to sign the agreement, according to Legal Newsline...

There are strategies on spending in retirement years, so pick the one that fits your circumstances. You've saved, invested, spent wisely and now you're retiring. There are a number of helpful strategies out there for you to begin the journey of spending but not overspending, according to Ner...

It's a good idea to avoid those discussions about money. It is usually a wonderful event when you gather the family for Thanksgiving or holiday dinner with various personalities and interests. However, it is wise to avoid certain discussion topics, according to U.S. News & World Report...

There can be a future, but plans must be made. A diagnosis of early stages of Alzheimer's does not mean the immediate end. However, it does mean that plans have to be made quickly, as explained in The New York Times article “Leading an Active Life with a Diagnosis of Dementia.” 

Boomers may well redefine the retirement stage of life. Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65 and/or finding they need to reduce their standard of living, accord...

Should adult children keep a watchful eye on the portfolio? Adult children of aging Americans are finding themselves caught in a delicate situation of whether they should look into the finances and investments of their parents, according to U.S. News & World Report...

There are are many guidelines and proposals, but what is right for you? A key challenge that is likely to be faced by boomers as retirement approaches, is how much should be set aside for the retirement years, according to Florida Today in “Some important considerations for retirement.”

More savings? Bigger retirement checks? Sounds like a good idea! Just because someone reaches the age of 65, it does not mean they are ready to head into retirement. Those extra years of working can pay off in the long run, according to Bloomberg Business News...

Planning for retirement may be a hard job. However, it can turn into some joyful years later in life. Planning for your retirement is not only a big job but a really important and serious job that can be used to create a pleasant and even youthful retirement that has a good chance of being a...

Need an executor for your estate? Don't rush, think it through carefully and make the right choice. It would be wise to have a conversation with your heirs that you most likely do not want to have, and it would be best to have that conversation sooner rather than later.

Decide where you want to locate and then study the opportunities and drawbacks. So, you are retiring. Where do you want to live? What's the attraction? What is the cost of living? Taxes? Medical facilities? The list is long but there are some factors to look into that can be helpful...