David Lerner Associates: Funeral Insurance May Be Necessary, But Watch Out for Scams
August 1, 2014
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
July 21, 2014
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
July 17, 2014
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?
December 3, 2013
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.