“Indiana’s senior population is large and growing, providing an increasing target for financial abusers through fraud, scams, and exploitation,” cautioned Indiana Securities Commissioner Alex Glass in a recent presentation to the Financial Planning Association of...
Month: September 2019
What About the Unattached? Estate Planning for “Moi”
If you are single and (at least for now) unattached, perhaps with no children, you might have crossed estate planning off your to-do list. As Christine Fletcher writes in Forbes, you may have been busy building your career, socking away money for retirement, and...
Beneficiary Designations Give Same-Sex Couples Control
Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda points out. For same-sex couples, proper estate planning and beneficiary designations are potentially more critical, she says. For all...
Be Aware – Beneficiary Designations Trump Wills
So you’ve named beneficiaries for your 401(k), IRA, or life insurance policies…Make sure those designations still reflect your intentions. Beneficiary designations are legally binding documents and supersede whatever is written in your will, Ohio attorney Joan Burda...
Does Medicare Cover Long-Term Care?
One of the realities of growing older is the increased likelihood of needing some form of living assistance. As we age, everyday activities such as toileting and bathing may become more difficult. The problem is compounded by neurological degeneration diseases like...