An earlier issue of The ElderCounselor addressed social security benefits generally and when to apply. In this issue, we will address the critical yet often-misunderstood topic of Social Security survivor benefits. This e-newsletter is based in part upon an article by...
Helping You Protect Your Loved Ones And Your Legacy
Insurance
Another Actor’s Estate Plan Screwed Up By His Lawyer
Oscar-winning actor Philip Seymour Hoffman’s will has been filed for probate and provides a cautionary tale when it comes to estate planning mistakes. Here are four things he could have done to correct them: Create a Revocable Living Trust. Hoffman was a public...
What a Will WON’T Do
There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish estate taxes – a will won’t help you...
Creating Liabilities Out of Love
There are some pretty basic reasons to carry life insurance. One of the top reasons we hear is that clients simply want to make sure that their loved ones will be cared for if the client dies other than “as planned.” That’s certainly fair enough. We all want to make...
