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Archive | Legal Issues for Baby Boomers

Year End Tax Planning For Those Over 50

  Year end is usually the time for holiday activities, but there are also some year end tax planning and financial items you should pay attention to.  Always consult a qualified tax attorney/advisor or certified financial planner for the best advice. Here are a few items you should look at, of course, not all may […]

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Watch Out For Fraud!

Watch out for fraud, it’s everywhere and the explosion of the Internet and social media has facilitated a plethora of schemes that will trick you into falling as prey. What are these fraudsters going after? Your money. Your Personally Identifiable Information. (Known as PII – social security number, addresses, phone number, bank account numbers, credit […]

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Remarrying in Retirement? This is for You!

Remarrying in retirement?  This article is for you! Because Baby Boomers are divorcing at an alarming rate, many of them find themselves marrying for a second or third time. That means they are marrying later in life which presents potential problems, such as ex-spouses, stepchildren and retirement savings. These variables warrant special attention and open […]

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The Importance of Regular ‘Check Ups’ for Your Estate Plan

The Importance of Regular ‘Check Ups’ for Your Estate Plan By [http://ezinearticles.com/?expert=Rich_Lynn]Rich Lynn Many people visit their doctors at least once a year to undergo a “check up” of their physical health. Unfortunately, too many people overlook the importance of doing a regular check on the well-being of their estate plans. Proper estate planning involves […]

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7 Common Estate Planning Mistakes

7 Common Estate Planning Mistakes – Don’t make these simple mistakes! The First One is that you need one no matter how financially wealthy you are; get it done to take care of your property and holdings for your family. Then, there is not planning for your pets. Legally, your pets are personal property, so […]

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An Important Checklist for Going Through a Divorce

Get started Divorce is a major life change that can bring emotional and financial stress. We understand this may be a difficult time for you. Your financial advisor can be a trusted resource to help walk through many of the financial decisions you may need to make. This checklist can help you consider important financial decisions […]

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Help Your Spouse Prepare for the Unexpected

Financial security of your spouse When you think about your legacy, you might imagine providing for your children or supporting a favorite charity. As you plan ahead, make sure to consider the financial security of your spouse. Here are some tips to help you develop a proactive strategy. Make sure both spouses understand the household’s […]

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Senior Couple Robbed and Tasered!

Would you believe that a senior couple in Texas were robbed, tasered, and the man was beaten? The victim was first attacked after being approached by the two men while he was inside of his garage. He suffered a broken nose and multiple lacerations to his face. The suspects then dragged him back into his […]

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Mobile Identity Theft – Prevention Tips

Mobile Identity Theft – Prevention Tips By [http://ezinearticles.com/?expert=Meini_Listanti]Meini Listanti Mobile Identity theft is scaling new heights. Not only this, it is expected to grow considerably. The primary reason for it is the soaring use of mobile devices such as smartphones and tablets. According to the statistics, there is a new case of identity theft every […]

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Are Your Legal Papers in Order?

Review the Following Documents and See Your Lawyer! Powers’ of Attorney (as defined by dictionary references below) Durable Power of Attorney A power of attorney instrument gives one person—the attorney in fact—the power to act for another in a general manner for all things, or for specifically listed things or areas described in the power. The power ceases […]

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