Your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she…
We are a nation of volunteers and donors. Some give their time and expertise to charities, while others feel a responsibility to give back financially. There are different ways to give and there are still tax benefits to be gained…
The loss of a spouse is one of the most stressful events of anyone’s life. It’s a time of great vulnerability, yet there are so many decisions to make and things to do. How do you proceed? Probably the best…
Leaving the home to the family is a lovely gesture that can establish a long-time legacy. Generations who share memories of a home are not that common today, making this a special act. Memories of growing up in a home…
An increasing number of older Americans are turning to suicide particularly when they live in long term care facilities, assisted living, and continuing care retirement communities. Experts agree that this late-life suicide trend is generally under-recognized, under-documented, and poised to…
Many older workers focus on saving for retirement, paying off debt and looking forward to a slower pace. They don’t focus on wills and estate plans. That’s a big money mistake. We don’t think about our estate plan as a…
Want another way to show your family how much they mean to you? Make sure you have these three critical documents in place, and let them know where they are. You don’t have to be a globally-recognized musical genius to…
It is projected by the US Census Bureau that in the year 2050 there will be 458 million Americans of which 92.1 million will be 65 or older. Senior Americans will constitute slightly over 20 percent of the population as…
You’ll need a strong case to fight this type of claim, because the options are limited. It does not seem fair that a father would change his will to disinherit a son. However, unfortunately that does happen. If the will…
Think of your estate plan as a gift to your family that protects them, conveys your wishes and prevents family fall-outs over personal possessions. None of us like to think about death. That is central to the creation of an…