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Remember that divorce and widowhood can have a significant effect on the size of your Social Security

That said, here are some important points to keep in mind: Visit www.finra.org/investors/finra-securities-helpline-seniors

Because of this, many people have a false sense of security that they don’t need to do estate planning

named as a beneficiary Assets held in a living trust Money in a payable-on-death bank account (POD) Securities

If you want to secure your assets and make sure they are distributed according to your wishes after you asset when determining eligibility for government assistance programs like Medicaid or Supplemental Security

Organize Your Social Media Accounts and Digital Assets. This means your digital music library and social media profiles for Facebook, Twitter, and LinkedIn. The answer for what to do with your social media accounts and digital assets isn’t black and white.

marital trust, also known as an "A" trust, is a fiduciary arrangement established to provide financial security achieve peace of mind knowing that your estate will be handled according to your wishes, providing security

in theory, the trustee of a trust is reliable and trustworthy, sometimes you need another level of security

And this anxiety is only exacerbated by the frantic pace of modern life and the pervasiveness of social estate planning and probate clients are clearly dealing with anxiety and how to process grief in a social

However, if you leave them nothing, then they are without the financial security you have provided for

Retirement Accounts A federal law named the Employee Retirement Income Security Act of 1974 (ERISA) dictates Social Media Accounts Social media companies like Facebook are now encouraging their users to name another

In some cases, you can even include conditions in a trust for family members to encourage pro-social behaviors like drug abuse or encourage positive behaviors by matching savings or matching salaries for a socially-relevant