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Should I Pre-Plan My Funeral?

SENIOR Financial & Tax Associates | Fee-Only Financial Advisors | Buffalo, NY

The choice to pre-plan your funeral before death or illness can allow your family to grieve properly without worrying about the details. If you haven’t thought about pre-planning your funeral, here are 5 reasons you should plan it while you are healthy, unemotional and in control.

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Retirement Planning | 5 Mistakes Retirees Regret

Retirement. Warm weather. Doing what you want to do when you want to do it. Not a worry in the world. Isn’t that what we all envision? Making the decision to retire is exciting… but it can also be a challenge. Read 5 mistakes that retirees regret and learn how to avoid them!

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Estate Planning | 9 Things To Do When a Spouse or Parent Passes Away

As we age, we are inevitably confronted with the loss of a loved one. Sometimes we have time to prepare, other times it is sudden. If we are fortunate enough to have some time to prepare mentally and emotionally, the process of coordinating these items can be much more controlled and organized.
The following 9 items should be addressed as soon as you are able to grieve and get comfortable taking on the challenge.

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Estate Planning | Eldercare And Estate Disputes – Don’t Let Them Ruin Your Family

While every parent wishes their family would remain civil and friendly after they pass, it is one of the most common problems after a death. Here are some ways to avoid the problems, or settle them if they should arise. Use these four methods to help keep your loved ones working together, especially during the emotional and traumatic times that usually surround the death of a loved one.

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