By 2033, nearly three-quarters of middle-income seniors will be unable to afford assisted living without selling their homes. But long-term care and Medicaid planning can prevent you from having a financial and medical crisis.
As a way to simplify the transfer of real estate, you may be tempted to add a child to the deed as a joint tenant. Although this strategy will successfully transfer the property to the…
A common mistake many people make with their life insurance is simply naming a loved-one as a beneficiary of the policy. But simply naming a beneficiary is the bare minimum. Life insurance is a hugely…
For your trust to keep your assets out of probate court, it’s essential that you’ve funded your trust. While creating a living trust is a great step towards smart planning, “funding your trust” is an…
Even if you’re no fan of pop music, you’ve probably heard the recent news about Britney Spears and the trending #FreeBritney movement. Britney has been under a conservatorship since 2009, but recently that has come…
Caring for an aging parent can be an overwhelming job. In addition to managing your own life and responsibilities, caregivers also do the same for parents who can no longer look after themselves. Check out…
How can you make sure your kid is going to be safe at school, their new home away from home? A new, matching Bed Bath and Beyond sheet set for the dorm sounds great, but…
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship and are not married. Unless you plan properly, your partner will not receive…
Most people name their spouse as the beneficiary of their IRA without a second-thought. But few understand how IRAs are inherited, or how those funds can be exposed to your spouse’s creditors or a subsequent…
Joining a new company is an exciting adventure. As you move through this new phase of your life, we’ve identified six things you should review to set yourself up for success. Working together with your…