Q: A close family friend had a stroke and became immobilized. The high costs of his caregivers have now depleted almost all of their family’s assets. They are now selling their home and are headed into poverty. We don’t want this to ever happen to our family. How do we protect ourselves? - L.R., Michigan A: [...]
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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? [...]
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Q: Next month we’re moving to a new state and we’ve begun reviewing our insurance policies and coverage. Is it important to check out the insurance companies, and if it is please provide us with some guidelines on doing it? - K.P., North Carolina A: Yes, in today’s world it is important to evaluate the financial [...]
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Q: My wife and I have been making good money, but recently due to the economic downturn our benefits are being cut back and now it looks like I’ll be looking for a new job. Can you give us some ideas as to which employment benefits have tax advantages associated with them? — S.R., Texas [...]
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It is wise for your parents to have their documents in order. That way, they will have set up the desired legal mechanisms to help manage their financial, health and personal affairs when they’re unable to do so for themselves. Here are some considerations to keep in mind. HANDLING FINANCIAL MATTERS There are several [...]
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(401K) Management Adoption Planning Advisors - Dealing with Apartment Rentals Applying for a Loan Auto Acquisitions Auto Repairs & Warranties Bankruptcy Birth of a Child Budgeting Building a Home Business Planning Career Changes Careers Careers - First Job Careers -Relocation Cash Flow Management Process Cash Management - Finding More Money Changing Jobs Charitable Giving Cohabitation Planning Conflict Resolution Credit - Establishing & Maintaining Credit Cards Credit Repair Daycare Dealing with Death Dealing with Life's Catastrophes Dealing with Sudden Wealth Debt Management Divorce Planning Domestic Partners Drivers License, Accidents & Tickets Education Planning, Funding & Selecting Employment Benefits Management Entertainment Activities Estate - Administration Estate - Death in the family Estate - Documents Estate - Elder Care Estate - Inheritance Estate - Planned Giving Estate - Trusts Estate Planning Estate Planning & Administration - (All) Exposing Children to Finances Family Gifts Family Office Planning Filing Systems Financial Independence / Retirement (FIR™) Planning Financial Planning - LE Financial Planning System Getting Organized Graduation from College Graduation from High School Grandchildren Health Care Home - Lines of Credit Home - Second Home Office - Starting & Operating a Home Office Home Purchase Home Refinance Home Repairs & Remodeling IRA's Insurance Insurance - Buying Health, Dental, Vision & Other Healthcare Insurance Insurance - Buying Home Insurance Insurance - Dental Insurance - Disability Insurance - Life Insurance - Long Term Care Insurance - Medical Insurance - Medicare Insurance - Medicare Supplements Insurance - Medigap Insurance - Professional Errors & Omissions Insurance - Renters Insurance - Small Business Insurance - Social Security Insurance - Umbrella Insurance - Vehicle Insurance - Vision Insurance Planning Process Investing - Annuities Investing - Bonds Investing - Business Opportunities Investing - Commodities Investing - International Investing - Mutual Funds Investing - Notes & Deeds of Trust Investing - Post-Retirement Investing - Pre-Retirement Investing - Real Estate Investing - Stocks Investing in Stocks, Bonds, & Mutual Funds Investment Management Investment Planning Investment Selection Life's Catastrophes Long Term Care Planning 
Avoid having a health-care crisis ruin your financial plansChoosing the right financial advisersHow safe is your insurance company?Look for tax-free employment benefitsPlanning for elders’ financial & health mattersShould you serve as an executor or trustee?Title holds the key to your propertyLottery Winning Major Expenditures Making Difficult Decisions Marriage Planning Men's Financial Issues Moving Parents Planned Giving Pooled Income Funds Probate Retirement Locations Retirement Plan Distributions Retiring - Getting Ready to Retire Salary Reduction Plans Self-Employment Shopping Smart Single Dad Single Mom Stock Options Tax Audits Tax Planning Tax Return Preparation Terminally Ill Trusts - Irrevocable Trusts Trusts - LE Trusts - Life Insurance Trusts - Living Trusts Vacation Planning Women's Financial Issues Working Abroad 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. |
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