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Your widowed dad seems to have new pep. He’s getting out more, looking trimmer and more dapper in new clothes. He skips the old boys’ breakfasts at the diner and makes reservations at farm-to-table bistros instead. He starts taking cha-cha lesson… Read More

Nobody wants to contemplate his or her own mortality. And you may even feel that, in the context of death, questions about who gets which of your assets seem trivial. That might explain why numerous recent studies have found that only between 35% and… Read More

As you pick out the crib, stroller and tiny clothes, don't forget about health insurance for Junior. Make sure you sign up your infant for coverage within 30 days of birth. A federal rule requires insurance providers to cover children signed up… Read More

Ok, even if that's not your situation, this type of trust may be helpful and convenient for you. Totten Trusts are used quite frequently because they are an easy way to transfer money at death without going through probate. Also known as a "… Read More

You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage acc… Read More

Prepaid college tuition plans are no longer the surefire solution to runaway tuition costs they once seemed. The mostly state-sponsored plans were designed as a way to save for college by locking in at least a portion of future tuition at today'… Read More

Every adult, no matter your age or net worth, needs an estate plan. An estate plan is made up of one or more documents such as a will, trust and/or beneficiary designation form that control who will pay your final expenses and distribute your assets… Read More

“Reports indicate that elder financial exploitation is a growing problem,” said Jenefer Duane, a senior program analyst with the national Office of Financial Protection for Older Americans. “I know you see this in your daily work — elders vic… Read More