Life Planning Education

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06/02/2016

2 factors contributing to the growing problem of elder debt
http://www.lifehealthpro.com/2016/05/17/2-factors-contributing-to-the-growing-problem-of-e

Excessive debt among older Americans often arises stealthily, and it can play on their retirement and estate plans.

05/26/2016

24 Essential Pieces of Estate Planning Paperwork You Need
http://time.com/money/4300166/checklist-estate-planning-documents/?iid=sr-link1

Use this checklist to prepare your documents.

05/24/2016

What happens to Social Security benefit when your ex dies
http://www.usatoday.com/story/money/columnist/powell/2016/05/16/social-security-benefit-ex-divorce/83671456/

Q: If my former husband predeceases me, will I be able to get a widow benefit on my first husband’s earnings record? A: One requirement is that you...

05/19/2016

The Difficult, Delicate Untangling of Our Parents’ Financial Lives
http://www.wsj.com/articles/the-difficult-delicate-untangling-of-our-parents-financial-lives-1459130770?mod=e2fb

When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to...

05/17/2016

What to know about debt and finances when you lose a loved one
http://www.wect.com/story/31981879/what-to-know-about-debt-and-finances-when-you-lose-a-loved-one

05/12/2016

The Most Important Estate Planning Issue Boomers Need To Address
http://www.forbes.com/sites/financialfinesse/2016/05/08/the-most-important-estate-planning-issue-boomers-need-to-address/

If you’re like me, with parents who are retired but still very self-sufficient, concerns about elder financial abuse or my Boomer parents’...

05/10/2016

The death of a spouse: a baby boomer reality
http://www.lifehealthpro.com/2016/04/29/the-death-of-a-spouse-a-baby-boomer-reality

Here are 11 steps that your baby boomers clients and others should take following the death of their significant other.

05/05/2016

Estate & retirement planning together: constructive or conflictive?
http://www.lifehealthpro.com/2016/04/29/estate-retirement-planning-together-constructive

Adding retirement planning to your value proposition may be a winning strategy when working with estate planning clients.

05/03/2016

The boomer estate planning boom: 9 ways to get in on it
http://www.lifehealthpro.com/2016/04/29/the-boomer-estate-planning-boom-9-ways-to-get-in-o

The number of boomer candidates for estate planning guidance swells daily, with an estimated 10,000 boomers due to hit the traditional retirement...

04/28/2016

My mother wants to give me 70% of her estate — my sister is furious
http://www.marketwatch.com/story/my-sister-wants-to-sue-my-mother-to-reveal-her-will-2016-04-14

She correctly suspects the family inheritance won’t be split equally.

04/26/2016

When Dividing Assets, the Little Things Matter
http://www.nytimes.com/2016/04/16/your-money/when-dividing-assets-the-little-things-matter.html?rref=collection%2Ftimestopic%2FEstate%20Planning&action=click&contentCollection=your-money®ion=stream&module=stream_unit&version=latest&contentPlacement=1&pgtype=collection&_r=0

Personal effects may have little monetary value, but decisions about those items often cause problems in families.