Choosing the Best Executor for Your Estate
Takeaways An executor manages your estate settlement, which includes locating assets, paying debts and taxes, and distributing property to beneficiaries. A family member can be
Couples, Retirement Accounts, and Financial Infidelity
Takeaways Most 401(k)-type plans generally don’t require spousal consent for withdrawals, which can leave a spouse exposed during the account owner’s lifetime. Spousal protections vary
Estate Planning Lessons From Tony Hsieh’s $500M Mystery Will
Takeaways Don’t rely on assumptions — have a valid will or trust in place. If you die without clear documents, state law (and potential surprises)
When Your Child Turns 18: Powers of Attorney and HIPAA Forms
Takeaways When a child turns 18, parents no longer have automatic access to their medical records or financial accounts. Powers of attorney and HIPAA authorization
The Benefits and Risks of DIY Estate Administration
Takeaways
DIY probate is not for everyone: It may work for small, simple estates, but it still involves legal duties and deadlines.
Executors have important duties: They must handle debts, taxes, paperwork, and property.
Mistakes can be costly: Executors may be responsible for…
Free Online Tools for Choosing Where to Retire
Takeaways
Deciding where to retire is a major decision that affects finances, health, and quality of life. Millions of Americans are approaching retirement soon, and many are choosing to move to a new location.
Many free online tools can help simplify…
Protecting Your Parents’ Assets From Nursing Home Costs
Takeaways
Nursing home care costs have been rising over time, with many older Americans who require long-term care unable to afford it.
With proper planning, seniors may be able to rely on Medicaid to pay for this care – and still…
Who Will Inherit Ted Turner’s Estate? Lessons for Families
Takeaways
Even large estates come down to the same core questions: who inherits, who’s in charge, and what happens if heirs disagree.
Shared ownership can create conflict; complex assets need clear rules and buyouts.
A will can transfer property, but it may not…
Choosing Assisted Living Memory Care for Dementia
Takeaways
Assisted living can be a good fit for someone with dementia who needs help with daily activities and supervision but does not require 24/7 medical care in a nursing home.
Memory care usually means a more structured, dementia-informed environment within assisted…
Older Adults Skipping Meals to Cover Health Care Costs
Takeaways Health care costs are forcing millions of Americans to make painful sacrifices. A recent survey found that one-third of U.S. adults — estimated to