Personal Finance Advice and Commentary

Tuesday, June 09, 2015 7:05 am
By Jennie L. Phipps ·

Changing health care and estate tax laws make updating your documents a must-do.

Friday, May 08, 2015 7:00 am
By Jennie L. Phipps ·

Everybody ought to have an estate plan, but if you have no spouse, it is particularly important to put your wishes in writing.

Thursday, September 08, 2011 3:49 pm
By Jennie L. Phipps ·

Estate planning is an important part of retirement planning. My mother-in-law died in January, and we’re still struggling with closing the estate. The holdup is her late husband’s life insurance policy. He died a couple of years before she fell ill, but she never claimed the proceeds of the policy — probably because it wasn’t