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Have "The Conversation": Talking About End-of-Life Care Thumbnail

Have "The Conversation": Talking About End-of-Life Care

Talking about end-of-life care ranks right up there with cleaning out the garage or finally opening that mysterious Tupperware in the back of the fridge. Nobody wants to do it, but avoiding it only makes things harder later. Having "The Conversation" is one of the greatest gifts you can give to yourself and your loved ones. Here’s how to take action to talk about your wishes for care through life’s end.

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Opportunity Calls: Fill Up The Valley Thumbnail

Opportunity Calls: Fill Up The Valley

Tax savings can be significant by targeting the “Valley of Opportunity” that appears during lower-income tax years. Life tends to present these valleys as predictable opportunities, occurring at certain times and even at specific ages. Make sure you’re prepared to act by “filling up the valley” to avoid leaving your future self, or your beneficiaries, with higher effective tax rates.

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Protecting What’s Yours Thumbnail

Protecting What’s Yours

Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).

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