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Money

Retirement investment advice rule moves to courts

Until this week, Congress had taken the lead in resisting the new rule, with Republicans saying it will cut lower- and middle-income investors off from receiving affordable retirement advice.

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family

Transferring property to the kids could backfire

Everyone hopes and expects their children will outlive them. But if your child predeceases you, your home will be an asset of your child’s estate, and will now belong to his or her heirs.

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finance

Does dementia diagnosis mean it’s too late for estate plan?

If you or a loved one are among the millions of individuals diagnosed with dementia or Alzheimer’s disease, it is possible to create or modify an estate plan.

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couple, paperwork, finance, budget, taxes

Who will make health care decisions when I can’t?

Choosing someone to act as the agent for your health care proxy is one of the most personal and important decisions in the estate planning process.

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finance, money, couple, meeting, retirement, savings

What you should know about nursing home care costs

With the average long-term nursing home stay exceeding two years, planning ahead for the cost of long-term care is more critical than ever. Still, many people are unprepared for the financial realities of a nursing home.

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Couple, paperwork, advisor, retirement, planning, finance

Second marriages pose estate planning challenges

Second marriages are as common in the 50 plus population as they are with younger married couples. Couples who have are often unaware of the legal and financial implications..

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