How Do I Help My Aging Parents: Part 3: Safeguarding Financial Information
In our third and final part of our How Do I Help My Aging Parents? series, we discuss steps you can take to help safeguard their financial...
Nov 15, 2023
estate planning
How Do I Help My Aging Parents? Part 2: Care and Staying Safe at Home
In part two of How Do I Help My Aging Parents? A Three-Part Guide to Navigating End-of-Life Planning, we discuss steps related to helping parents...
How Do I Help My Aging Parents? A Three-Part Guide to Navigating End-of-Life Planning
Welcome to our three-part series on a challenging and important topic - helping your aging parents navigate end-of-life planning. As financial...
Respect the Estate
The news of Aretha Franklin’s death to cancer is tragic to the music world and all who admired her. In the days following her death, I enjoyed hearing information about her life and contributions to music history. One of things I found befuddling...
Inheritance: Non-Qualified Investments
Three weeks ago, in Part 1 we discussed inheritance from qualified accounts. Let’s continue this conversation with non-qualified accounts. Accounts are considered non-qualified if they do not qualify for any type of tax-exempt status. The two types of non-qualified investments...
Inheritance: Qualified Accounts
Inheritance can be a tricky topic both from the perspective of giving and receiving. Whether you are on the side of leaving an inheritance or receiving inheritance from a loved one, there are things to know before naming beneficiaries or cashing a check.