David Lerner Associates: National Family Caregivers Month
As National Family Caregivers month draws to a close this week, David Lerner Associates takes a look at the ways to prepare, in case you have to be a family caregiver in the future.
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: Taking Care of Your Aging Parents (Part 3)
The last article in our 3 part series, focuses on the financial aspects of caring for aging parents.
David Lerner Associates: Taking Care of Your Aging Parents (Part 2)
This is Part 2 of a 3 part series on taking care of your aging parents. This time we will be focusing on different types of support available for your parents as well as yourself.
David Lerner Associates: Taking Care of Your Aging Parents (Part 1)
Your parents need you, and you need help. This is the first of our 3 part series on caring for your parents as they get older.
David Lerner Associates: Helping pay for your Grandchildrens education
Tuition payments made directly to a university are not considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Find out more...
David Lerner Associates: Social Security and Divorce
If you want to qualify for one half of your ex-spouse is Social Security benefits, there are certain requirements which must be met.
David Lerner Associates: Why You Could Be on the Hook for Your Parents Long-Term Care
Call it the new baby boomer challenge, but adult children may very well find themselves legally responsible for the costs of their aging parents long-term care.