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A Good Death Is Rarely Achieved

Posted by Nina Whitehurst | Mar 14, 2019 | 0 Comments

Passing away quietly at home without pain is not a common occurrence. Increasing the chances of achieving a peaceful death requires some careful planning as well as conversations with loved ones, according to The Wall Street Journal in “Preparing For a Good End Of Life.” You will want to make ...

Take Care of POA, Living Wills BEFORE the Need Arises

Posted by Nina Whitehurst | Mar 12, 2019 | 0 Comments

The need for caregiving often comes about unexpectedly.People often think they should make arrangements for a Power of Attorney or living will but unfortunately the need arises suddenly resulting in a challenging situation, according to Expert Click in “How to Get Power of Attorney for Aging Pa...

How Do You Control Inheritances? Trusts

Posted by Nina Whitehurst | Mar 11, 2019 | 0 Comments

Protect your assets from being mishandled. As you prepare an estate plan, consider a look at creating trusts to protect assets through the generations, according to the Times Herald-Record in “Leaving inheritances to trusts puts you in control.”

When Should You Begin Taking Social Security?

Posted by Nina Whitehurst | Mar 07, 2019 | 0 Comments

Social Security is likely to be very important to your retirement. But wait, the amount can vary. Figuring out when to begin taking Social Security can be a real challenge, because the time to begin filling your claim ranges from the age of 62 to 70, according to the Independent Record in “The...

Care Community Requires Legal Agreement

Posted by Nina Whitehurst | Mar 06, 2019 | 0 Comments

It may not be the best time when the pressure is on. However, read the contract and get some advice. If you are preparing to move to a retirement community or care community yourself, it is best to read that fine print very carefully and better yet, get some legal advice before signing, accordin...

Worked Most of Your Life and Find Retirement Boring?

Posted by Nina Whitehurst | Mar 05, 2019 | 0 Comments

Want to go from Boomer lifestyle to sitting down? Probably not! The idea of retirement as a time to settle down and no longer be an active citizen is being challenged by a generation that has so far changed every stage of living, according to Next Avenue in “How to Avoid Becoming a ‘Bored Boom...

How Does One Prepare for Alzheimer’s?

Posted by Nina Whitehurst | Mar 01, 2019 | 0 Comments

More than 5.7 million people in this country are suffering from the disease. More and more members of families are experiencing the dilemma of expressing their wishes before they become incapacitated from Alzheimer's Disease, according to USA Today in “B. Smith's Alzheimer's raises question: How...

Counting on DIY Will? You Better Be Sure

Posted by Nina Whitehurst | Feb 28, 2019 | 0 Comments

If the legal documents aren't signed and notarized properly, there is a good chance that problems will arise. A properly prepared will could have avoided many of the problems faced by a woman who thought she was protected, according to News 2 in “The power of a will and trouble without one.” Ms....

What Is a Trust and How Is It Used?

Posted by Nina Whitehurst | Feb 27, 2019 | 0 Comments

Trusts have been around for a very long time and it is important to understand how they work. A trust can be quite complicated. That is why you need good legal representation in order to use one properly, according to the Pittsburgh Post-Gazette “Do I need a trust?” Trusts are created by the ...

Modern Families Create New Questions

Posted by Nina Whitehurst | Feb 26, 2019 | 0 Comments

With the traditional family on a downward trend, the modern family is raising some new questions for estate planning. The rising numbers of modern and blended families have created some challenges for estate planning, according to Forbes in “How Long Will Stepmom Live? And Other Vexing Estate ...

New Tax Laws May Not Be Good News for Charities

Posted by Nina Whitehurst | Feb 25, 2019 | 0 Comments

Giving for the tax break or to better your community? Or Both? Some people donate to charities primarily for the tax breaks, so the U.S. Tax Cuts and Jobs act may cause them to review their charitable giving, says Barron's Penta in “How to Leave Assets—With an Immediate Tax Write-Off.”

The Wrong Benefit Is Likely to Be Smaller and Forever

Posted by Nina Whitehurst | Feb 20, 2019 | 0 Comments

Social Security options need to be approached carefully. Many people have been known to confuse “Restricted Application” with the “Claim and Suspend” strategy and that can cause some problems, according to Forbes in “Put Thousands In Your Pocket By Taking Advantage Of the Social Security...

Company Helps Boomers Ease Pressure of Downsizing

Posted by Nina Whitehurst | Feb 19, 2019 | 0 Comments

If the clients wait until the last minute, panic can set in. A woman and her team focus on the difficulties of the work as well as the emotional challenges faced by Baby Boomers who opt to downsize, according to Columbus CEO's article “Estate Planning and Retirement: How to Downsize Like a D...

Offered Early Retirement? Consider the Options

Posted by Nina Whitehurst | Feb 18, 2019 | 0 Comments

Offers to leave your job with compensation are growing at a considerable rate. The offering of early retirement has grown tremendously in the U.S. However, it is important to think the options through carefully, before making your decision, according to Money in “This Is the Only Time You Sh...

Age Doesn’t Matter—You Need an Estate Plan

Posted by Nina Whitehurst | Feb 15, 2019 | 0 Comments

How many people over the age of 45 do not have a prepared will? Two out of Five! Many people seem to have a difficulty getting started with an estate plan. However, it really doesn't take much to do the planning necessary to help family members who survive you, according to the Lebanon Democ...

A Fiduciary Has Considerable Responsibilities

Posted by Nina Whitehurst | Feb 14, 2019 | 0 Comments

It sounds financial but it isn't. It is all about the person's behavior in the relationship. A fiduciary relationship is a legal relationship that includes responsibilities that can be enforced and it is important to look closely at it, according to the Denton Record-Chronicle...

Why Didn’t Cinderella’s Dad Plan Ahead?

Posted by Nina Whitehurst | Feb 12, 2019 | 0 Comments

The tale might be light-hearted, but it is actually a dire position for the daughter. Proper estate planning by Cinderella's father could have created an entirely different outcome in that very famous fairy tale, according to The National Law Review in “A Cautionary Fairy-Tale–If Only Cinder...

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