What is the difference between a Will and a Trust?
Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at…
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You are going to retire when?
Just how wealthy are you? You'll want to figure that out before you make any major life decisions. Your first…
Funeral Planning
Planning a Family? Get to Know Your Health Insurance Policy Congratulations! You’ve decided to start a family. Up until now,…
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Getting Help from a Financial Professional
Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re…
Dealing with Periods of Crisis
What is it? By definition, a crisis is a turning point, a time when you have to make crucial decisions…
Can I be buried in a national cemetery even though I got out of the Army years ago?
Answer: The U.S. Department of Veterans Affairs (http://www.va.gov), formerly known as the Veterans Administration, sets the rules and guidelines for…
My spouse passed away this year. When I file my taxes, what filing status should I claim?
Answer: As the surviving spouse, you have several filing choices that may be appropriate. You may be able to choose…
Social Security Survivor Benefits
When you think of Social Security, you probably think of retirement. However, Social Security can also provide much-needed income to…
Organizing Your Finances After Your Spouse Has Died 2
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances…
Filing a Final Income Tax Return
Who should file the return? Estate representative If a court has appointed a personal representative or other estate administrator, that…
Settling an Estate
Definition of estate When people die, they usually leave behind money and other things of value (assets). In addition,…
Claiming Survivor’s and Death Benefits
What is it? After the death of your spouse, you may be eligible to receive survivor’s benefits and death benefits…
Inheriting an IRA or Employer-Sponsored Retirement Plan
What is it? When the account owner of a traditional individual retirement account (IRA) or employer-sponsored retirement plan dies, the…
Claiming Life Insurance Benefits
What is it? Life insurance benefits are not automatic. If you are the beneficiary of a life insurance policy (usually…
Organizing Your Finances After Your Spouse Has Died
What is it? Even if you’ve always handled your family’s finances, you may be overwhelmed by the number of financial…
Paying for a Funeral
What is it? When someone dies, you don’t want to worry about how you’re going to pay for the funeral.…
Planning a Funeral
A funeral is an event that allows the family and friends of someone who has died to both celebrate that…
Death of a Family Member Checklist
Death of a Family Member Checklist Losing a loved one can be a difficult experience. Yet, during this time, you…
When I die, what will happen to my retirement plan benefits?
In general, your retirement plan benefits pass to the beneficiaries you designate on the plan beneficiary designation form. It is…
Death Taxes
My spouse passed away this year. When I file my taxes, what filing status should I claim? Answer: As the…
Funeral Check List
Death of a Family Member Checklist Losing a loved one can be a difficult experience. Yet, during this time,…
Life Insurance
Life Insurance: Do You Need It? FIND OUT HOW MUCH TERM WOULD COST HERE: https://www.naaip.org/gfsfinancial/compare-life# At some point in your…