Category Archives: Wills and Estates

Does Your Will Control?

It is vital that everyone have a will, regardless if you are 30 years old or 75 years old. Wills are not just for senior citizens. However, you need to be aware that your will may not be the controlling … Continue reading

Posted in 04 - April 2014, Retirees, Wills and Estates | Leave a comment

Things to Do Before You Die

No one lives forever!! While that concept is known to everyone, some act as though they are going to live forever, never giving a thought to what would happen to their “estate” should they die. The common response is “I … Continue reading

Posted in Ministers, Retirees, Wills and Estates | Leave a comment

Costly Beneficiary Mistakes

Many people believe that their will dictates who inherits all of their assets at their death and how those beneficiaries will divide those assets up. However, depending upon what you have accumulated, the bulk of your assets could end up … Continue reading

Posted in Retirees, Retirement Distributions, Wills and Estates | Leave a comment

Planning for Death

In a previous article, we discussed “Planning for Life.” Here I would like to talk about a slightly less appealing topic – getting your house in order for your death. Now this is certainly not a topic that you want … Continue reading

Posted in Retirees, Retirement Contributions, Retirement Distributions, Social Security, Wills and Estates | Leave a comment

Are You Saving Enough?

A recent study, led by Fidelity Investments Retirement Savings Assessment, found four out of ten retired households report not having sufficient income to cover their monthly expenses. That means that more than 38% of retired households are struggling to meet … Continue reading

Posted in Expenses, Investments, Social Security, Wills and Estates | Leave a comment

Does Your Will Control?

It is vital that everyone have a will, regardless if you are 30 years old or 75 years old. Wills are not just for senior citizens. However, you need to be aware that your will may not be the controlling … Continue reading

Posted in Charitable Gifts, Retirees, Retirement Distributions, Wills and Estates | Leave a comment

Things to Do Before You Die

No one lives forever!! While that concept is known to everyone, some act as though they are going to live forever, never giving a thought to what would happen to their “estate” should they die. The common response is “I … Continue reading

Posted in Charitable Gifts, Internal Revenue Service, Investments, Ministers, Retirees, Retirement Contributions, Retirement Distributions, Social Security, Tax Information, Wills and Estates | Leave a comment