Question: Dear Steve, I am the trustee of my mother’s estate. Because of caregiver expenses, she owes Bank of America $18K and had very little cash. I want to settle with them for less than the full amount but she died in October and I have not heard from them yet. What should I do? …
You have arrived at your second marriage a little bit older and (hopefully) a little bit wiser. Second marriages and blended families present their own issues when it comes to estate planning. You would like to take care of your spouse and your children, but letting them work it out after you are gone is …
It’s a subject that none of us want to think about. Whether we’re young and just starting life or older and approaching the end, we don’t want to think about our own death. And, adding money to the mix only makes it worse. But, the truth is that all adults need to think about what …
You’ll go through a tremendous amount of emotional and financial stress after losing a spouse. Trying to take charge of all the household responsibilities while making important decisions about your future can seem overwhelming. This publication is designed to help you take control of one small, but very important, part of your financial life: the …