Whether you donate your body or have it embalmed and placed in a lead-lined casket in a concrete-lined hole, whether you have a celebration of life or a funeral mass, a written plan pre funeral can get you what you want and take the burden of decision off your grieving family.
These days some of us find that our largest asset is our 401k –from which we must take annual required minimum distributions (RMDs). No one likes the idea of watching their nest egg dwindle. What should you do with your 401k when you retire?
Thanksgiving is not all turkey and football. It is an opportunity to be thankful for all we have and thankful that we can meet again to see how our plans are working out. It is also a time when many people focus more on charity. If this is true for you, keep these three things in mind.
Many people tell me that someone else is “on” their bank account. I have to ask them what this means. Is the person just a convenience signer with no right to the money? Is the person a joint signer with a right to withdraw all the money now and half of it after they die? Is the person a joint signer with right of survivorship with the right to withdraw all the money now and all of it after they die?
Did you change your mind or did your mind change? How can you tell? You can’t. So, how do you protect yourself from your changing mind? There is a way to protect yourself from your changing mind, reducing vulnerability to scams and your mind that may play tricks on you.
Which documents should you keep? Where should you keep them? And for how long? Who should have access to what? When? Just the thought of gathering documents, let alone organizing them, can be overwhelming – like having to prepare an income tax return. This article provides tips on how to gather and organize important documents.
Take care of yourselves in sickness and in health. Secure your well-being and that of those you love. Download this FREE eBook now.
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