June 1st 2008 Newsletter


This Month’s Articles:

  • Second Marriages and Life Insurance
  • Be Certain You Get the Pension You’ve Earned
  • Book Review: Coping with Dementia
  • Disinheiriting a Relative Can Be Complicated
  • Web Site Aims to Take the Rancor Out of Dividing Up an Estate
  • Second Marriages and Life Insurance
    As second marriages become more and more common, beneficiary designations become more complicated. If you are remarried, choosing a beneficiary for your life insurance policy may not be simple — especially if you have children from a previous marriage. When it comes to life insurance, how do you make sure your spouse is provided for without forgetting your children?
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    Be Certain You Get the Pension You’ve Earned
    Are you having difficulty getting the pension or 401(k) plan funds you worked years to earn? Five pension counseling projects serving plan participants and their beneficiaries in 22 states can help.
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    Book Review: Coping with Dementia
    coverHaving a family member with dementia presents unique caregiving challenges. This book is designed to help families understand what is happening and transition from primary caregiver to advocate.
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    Disinheiriting a Relative Can Be Complicated
    You may feel that you have given one child more during your life, so he or she should get less in your will. Or you may want to cut out an heir altogether. Whatever the reason, disinheriting a close relative — especially a spouse or a child — can be complicated.
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    Web Site Aims to Take the Rancor Out of Dividing Up an Estate
    Dividing up family heirlooms can be a difficult business. Wills often deal only with financial assets, not personal possessions, and infighting between family members over who gets which personal item can damage relationships for years to come.
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