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While some decisions may be put off because they’re too personal, there are decisions that need to be need to collect the following documents: At least 10 original death certificates (from the funeral home

with scam artists leveraging the internet to make phone calls that appear to have been made close to home

article, “9 ways for older Mainers to get a grip on finances in 2016,” from the Bangor Daily News has some , think about changing your withholding amounts to be closer to the taxes you expect to owe for the coming Check your life, health, long-term care, home and automobile policies for appropriate coverage and any

A distraught letter writer asked the Slate advice columnist, “Dear Prudence,” for some advice on this This is probably not the answer the letter writer was hoping to receive, but it is a good one. Putting real or personal property into a trust allows the person who creates the trust to set some guidelines trustees and beneficiaries are carefully selected, the property may be protected for many years to come

Trust documents are not public documents, so unless someone leaks trust documents to the press or comes

., 21, 30, or 40) or for specific purposes like education or a first home.

labeled “Open Upon My Death” with your name on the front, stashed in your bureau or in your desk at home

Although many legit salespeople offer to meet clients in their home, all strangers should first be fully If you think you’ve been targeted for some sort of scam, take quick action.

The AG says this expert will attempt to then schedule in-home appointments with audience members, during Some long-term annuities may lock up your money for more than ten years, subjecting you to penalties

In the past, the only way single people could avoid having their home avoid probate—without adding someone Starting in 2016, homeowners who want to use the new option will simply sign an instrument called a Simple Reference: The San Francisco Chronicle (November 9, 2015) “Californians have a new way to keep homes

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the McClanahan), Rose (Betty White), Sophia (Estelle Getty), and Dorothy (Bea Arthur) shared Blanche’s Miami home Blanche sought some roommates to help offset expenses and ended up with Rose and Dorothy—and Dorothy’ Their late-life dating made for a lot of laughs and some tears.

might be more attractive when rates are higher—creating a trust to pass a primary residence or vacation home The grantor still has the right to live in the home for a set period.