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Category: Cemetery Benefits

Postmortem Tasks

Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death.  This article walks through the steps, including locating the loved one’s will or living trust document; conducting an inventory of assets and liabilities; and attending to Continue reading

I Know What You Resolved To Do This Year

HAPPY NEW YEAR

The top five New Year’s Resolutions for 2014 and 2015 were:

  1. Lose Weight
  2. Get Organized/ Stop Procrastinating
  3. Spend Less/ Get out of debt
  4. Enjoy Life to the fullest
  5. Stay fit and healthy/ Eat Healthier

Were any of those one of your Resolutions?  I don’t normally make resolutions; Continue reading

Estate Planning and Divorce

Going through a divorce can be a traumatic experience — not to mention a time-consuming and expensive one. So it’s no surprise that separating couples often overlook the impact of divorce on their estate plans. But neglecting to update a plan can lead to unintended consequences. This Continue reading

An Overview of Long Term Care Options

One of the greatest concerns for the elderly we serve and their families is that of long term care.  Two-thirds of seniors will need care at some point in their life and many have not planned for this likelihood.  It is an emotional and unpleasant topic to broach, but helping those Continue reading

Estate planning not only for the wealthy

I know that most folks out there think that now that the estate tax exemption is just over 5 million dollars, they don’t need to worry about doing any planning. While it is true that the 5 million dollar estate tax exemption means that probably 99% of people will not have to worry Continue reading

Estate Planning Red Flag: Healthcare Directive

A health care directive allows one to communicate their preferences, in advance, for medical care in the event they’re incapacitated. Directives go by different names, including living wills, advance medical directives and directives to physicians.

Estate Planning Red Flag

You haven’t Continue reading

Maximizing Social Security Retirement Benefits for Married Baby Boomers

On the final day of the 2012 NAELA Annual Conference in Seattle in April, Attorney David A. Cechanowicz, JD, MSFS from Albuquerque, New Mexico, delivered an eye-opening presentation entitled “Maximizing Social Security Income for Dual Income Boomers.” His message was so novel and Continue reading

Estate Planning Isn’t Just About Taxes

Last year the estate tax exemption amount was increased to $5 million (returns to $1 million in 2013 unless Congress acts sooner). If your net worth is under this threshold, you might be thinking you can put off estate planning. From a tax-planning perspective, the increased exemption Continue reading

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