Legal & Financial Planning

As a financial caregiver, it's important to understand what legal documents you should have in place in order to help your loved one, and how to plan for their financial future.
Legal & Financial Planning

Start Saving Now Because Getting Old is Expensive

Most Americans aren’t prepared for the high costs associated with aging.

Legal & Financial Planning

How to Get Paid to Be a Caregiver for Your Parents

Here’s the right way to be compensated by Mom and Dad if you’re taking care of them.

Legal & Financial Planning

How to Figure Out How Long Your Parents’ Money Will Last

Take these steps to calculate whether your parents have the financial resources to cover their needs.

Legal & Financial Planning

How to Help Your Parents Hire a Financial Advisor

Follow these steps to pick the right professional.

Legal & Financial Planning

How Much Does a Funeral Cost?

How much does a funeral cost? Whether you want a burial and casket or a cremation, we've broken it down for you, along with your options for covering the costs.

Legal & Financial Planning

How to Get a Death Certificate

Everything you need to know about how to get a death certificate — why you need one, who can order copies, and where to find the documents for each state.

Legal & Financial Planning

What to Do When a Parent Dies

Losing a parent can be an incredibly difficult time. Unfortunately, while coping with your grief, you might also find yourself having to handle your parent’s final arrangements and settle his or her estate. It can seem overwhelming. Use this checklist to guide you through the process.

Legal & Financial Planning

Why Your Parents Need an Advance Directive and Health Care Power of Attorney

Advance directive and health care power of attorney documents let your loved ones spell out what sort of medical treatment they want if they can't speak for themselves. These essential legal documents can help you feel prepared for the future.

Legal & Financial Planning

General, Limited, Springing, Durable – Which Financial Power of Attorney Do You Need?

Financial power of attorney documents are a must for financial caregivers. But there are many types of POA to choose from. Here's what you need to know.

Legal & Financial Planning

Why Your Parents Need a Will or Trust

A majority of Americans do not have a will, living trust or other estate planning document. That can lead to headaches down the road. Here's why you need one.

Legal & Financial Planning

How to File a Tax Return for a Parent in 2021

Before you even begin the process of preparing your parent's tax return, there are a number of things to consider. Here's where you should start.

Legal & Financial Planning

The Ultimate Guide to Financial Power of Attorney

Power of attorney is perhaps the most essential document for financial caregivers and their loved ones, and yet most people still don't have one. Use this guide to help you get started today, and save yourself the legal headaches later.

Legal & Financial Planning

Instructions for Filling Out IRS Form 2848: Power of Attorney and Declaration of Representative

Step-by-step instructions for filling out IRS Form 2848, a necessary tax form for many financial caregivers.

Legal & Financial Planning

How to Help a Parent With Finances After the Loss of a Spouse

If you’ve recently lost a parent, financial logistics are probably one of the last things you want to think about. But be careful not to let this slip. Use this guide to help you through the process.

Legal & Financial Planning

The Pros and Cons of DIY Financial Power of Attorney Forms

If you need to draft a financial power of attorney form, you can either go the DIY online route or work with an attorney. Use this list to help you decide.

Legal & Financial Planning

The Problem With DIY Financial Power of Attorney Documents

If you need to draft a financial power of attorney form, you can either go the DIY online route or work with an attorney. And while doing it yourself is cheaper, it's important to understand the risks. Here's what you need to know.

Legal & Financial Planning

What You Need to Know About Long-Term Care

Long-term care can be a confusing topic. Here’s what you need to know about the options that are available, the cost of care and the different ways to pay for it.

Legal & Financial Planning

How to Talk to Your Parents About Long-Term Care

As tough as it might be to imagine your parents being unable to care for themselves, the thought of discussing the possibility of long-term care with them probably seems even harder. But it’s important to talk to your parents sooner rather than later to develop a plan for long-term care if they ever need it. Here are some tips to guide you through that conversation.

Legal & Financial Planning

How to Pay for Long-Term Care

If your parents or loved ones need long-term care as they age, it won’t be cheap. That’s why it’s important to have a plan to pay for professional care if it’s necessary. Here's where to start.

Legal & Financial Planning

What to Know About the Different Types of Long-Term Care

Realizing that a parent or loved one needs long-term care can be a tough pill to swallow. However, it's important to be aware of the different options for long-term care as well as the cost of those options so you can create a care plan that fits your loved ones’ needs and budget.