A Relatively New Task for Executors: Digital Footprint

It is hard enough to deal with a home filled with a lifetime of possessions! Now add to that the executor’s newest responsibility: their loved one’s digital footprint. Executors today are facing a relatively new task: managing online accounts, photos, posts and more that comprise an individual’s digital footprint. According to an article in The…

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Planning on Working Part Time During Retirement?

There are pros and cons to working during retirement, even if you are just working part time. You’ll need to know how the additional income impacts your Social Security and retirement account distributions. Not everyone’s idea of a blissful retirement includes a life of full-time hobbies. For those who want or need to keep working,…

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Tips on Naming a Trustee

Selecting a trustee should be a thoughtful decision, taking into consideration the person’s ability to manage money and make decisions. Unfortunately, that’s not usually what happens. A snap decision made so that documents can be prepared on a timely basis is not the way to pick a trustee. This person or persons will be making…

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When Roles are Reversed: Helping Aging Parents

As parents age, their adult children shift into the role of caretakers, making sure their housing, medical, financial and legal needs are being properly handled. It’s never a happy scenario when an independent parent becomes unable to live on their own and needs their adult children to become involved with their day-to-day life. There are…

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