David Lerner Associates: How to Organize Your Finances After Your Spouse Passes Away
Losing a spouse is a stressful transition. And the added stress of having to settle the estate and organize finances can be overwhelming. Fortunately, there are steps you can take to make handling these kinds of issues less difficult....
David Lerner Associates: Reasons Why Women Require Life Insurance
Women have more financial responsibilities now more than ever before. Whether you are single, married, employed, or a stay-at-home mom, you most likely need life insurance....
David Lerner Associates: The difference between a power of attorney and a durable power of attorney
What are the differences between power of attorney and a durable power of attorney? Find out here....
David Lerner Associates: Speaking to your aging parents about their finances
Speaking to your parents about money is usually complicated, particularly when the money you are talking about is theirs. Here are some tips to help you through this process....
David Lerner Associates: Leaving a Legacy
You have worked hard over the years to build up wealth, and you probably find it comforting to know that the assets you leave behind will continue to be a source of support for your family....
David Lerner Associates: Funeral Insurance May Be Necessary, But Watch Out for Scams
Funeral insurance is a way to spare your loved ones the financial burden of needing to pay for your final expenses. Here is some helpful information about funeral insurance and how to avoid scams....
David Lerner Associates: Women and Estate Planning Basics
When it concerns estate planning females have unique concerns. The fact is that women live approximately 4.8 years longer than men....
David Lerner Associates: Inherited IRAs and Bankruptcy
Since the enactment of the Bankruptcy Abuse Prevention and Consumer Protection Act in 2005, individual retirement accounts (IRAs) have been safeguarded under federal law if you declare bankruptcy....
New Year is Financial Housekeeping: Have You Created a Living Will?
With the New Year approaching it is a good time to take care of some financial housekeeping items that may have slipped through the cracks of your financial planning -- such as a living will....