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October 2013 Archives

3 Tips for Estate Administrators on What to Do Immediately After a Death

Have you agreed to be an administrator of someone's estate? If so, you have hopefully learned about what the estate administration process involves and how critical your roles is in the proper administration of an estate. What you may not know is what to do immediately after the death of the estate owner. Here are 3 steps you need to take:

7 Savvy Money Tips for 30-Somethings

When we reach our 30s, most of us are settling into our careers, starting families and thinking more seriously about our financial futures. Here are 7 savvy money tips that will help 30-somethings plan for a good financial future, including retirement:

How to Save Your Retirement From a Divorce

A recent study by the National Center for Family and Marriage Research found that the divorce rate for Americans over the age of 50 has more than doubled in the last 20 years. Divorcing in later life brings a whole new set of challenges, chief among them the devastating impact it could have on your retirement plans.

How to Prevent Elder Financial Abuse

Financial abuse of the elderly is a growing problem in America, and family members - especially those who live a long distance from an elderly loved one - need to be aware of both the symptoms of financial abuse and the remedies available.

Six Tips for Designating a California Power of Attorney for Health Care

A California Power of Attorney for Health Care allows you to assign someone to make medical decisions according to your wishes in the event that you are no longer able to speak for yourself. Most people name a spouse, close friend, or relative who knows them well.

How to Improve Your Chances of Retiring

For anyone over the age of 50 who is worried about retirement - not just planning for it, but actually being able to do it - a timely article at says that there are two changes you can make to dramatically improve your odds of retiring:

Make the Most of IRA Distributions

When creating an estate plan, your estate will include a number of components: home, life insurance, bank accounts, investment accounts, secondary properties, and IRAs or other retirement assets. Many people consider their IRA the least of the assets in their estate, because they intend to spend down the IRA before they die, leaving nothing (or almost nothing) to pass on to heirs.

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