Q: How do you deal with independent minded parents that are starting to experience difficulty in taking care of themselves? – K.T., South Carolina A: Addressing aging parents’ care is a very big challenge that’s facing many families today, especially as the baby boomers advance in years and as technology helps us to live longer. [...]
Read more
As a beneficiary of an estate, it’s in your interest to keep on top of what’s happening during a court probate or trust administration. Assets may come to you as a beneficiary either through a probate or outside of a probate. Probate is the court process by which a deceased person’s debts and taxes are [...]
Read more
Q: We’re a middle aged couple and I have just received a modest inheritance. We need some tax and financial planning assistance in understanding our financial situation and in making some important decisions in front of us. Where can we find this financial assistance, and how do we select the right professionals to help us? [...]
Read more
Q: I’m married with a couple young kids and have started to invest for our children’s education and our retirement. We don’t want to make any big mistakes. Can you give us some guideline. - A.C., California A: When we evaluate why novice and experienced investors lose big money investing, we find a common set of [...]
Read more
Q: A good friend’s mother recently passed away without leaving any funeral or burial plans. This created a lot of family conflicts and got very expensive. When someone dies, can you offer an overview of the process and some advice? - H. D., Florida A: No one wants to think about a loved one’s funeral. Yet [...]
Read more
Administration 
Addressing parents’ elder-care issuesBeneficiaries guide to estate administrationChoosing the right financial advisersCommon investment mistakes to avoidDealing with a funeralDealing with an inheritance can be challengingDealing with divorceDo’s & don’t for selecting your trusteeEstate planning for the divorced and divorcingEstate planning for unmarried couplesGuide for using trusts in your estate planHow safe is your insurance company?How would things be different if we’re married?Should you serve as an executor or trustee?So, just what does a trustee do?Stocks, bonds, mutual funds: what do they mean?Title holds the key to your propertyUnderstanding the process helps to close estateWhat’s an executor to do when there’s a death?When it’s wise to say ‘no’ to an inheritanceWho should own your life insurance policy?Winning your ‘tax-cutting money-making game’Working with an estate planning attorneyDisability & Illness Documents Elder Care Giving Inheritance Litigation National Estate Planning Awareness Week (3rd Week in October) Planning Trusts This website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. Formed in 2005, The NAEPC Education Foundation provides information about the multi-disciplinary approach to estate planning for the public and holds educational conferences, seminars, forums, and meetings for practitioners. The National Association of Estate Planners & Councils is comprised of 230 estate planning councils and their 28,000 members across the country and administers the Accredited Estate Planner® designation to qualified professionals that support the team concept of estate planning. |
 |
