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Inheritance Divided Per Stirpes

In the preparation of my will, I understand property can be left to my children “per stripes.” Why is the law talking about us like we’re some kind of zebra? The phrase is Latin and it is “per stirpes,” not…

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Prepare for the Care of Your Aging Parent

While every situation in providing care for an aging parent is unique, one truism is that preparation is crucial to success. Whether you need basic information about eldercare resources and services, are looking for a local agency to provide those…

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Celebrity Estate-Planning Mistakes

All the money and fame in the world sometimes doesn’t mean that stars and celebrities get the best estate-planning advice. You know better, right? You know to make a will. Musician Prince never did, and because of that, even a…

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The Baby Boomer Generation in the 2020s

The baby boom generation is comprised of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public.…

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Considerations for Your Aging Parent

It is essential to bring up a parent's aging expectations and set goals together even though initial discussions may be uncomfortable. Often, an exploration into a parent’s future thoughts about health, finances, and residential plans can make the difference between…

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The Importance of Seeking Counsel Before Selling the Family Home

Actions Without Guidance After Maria’s husband died, Maria’s daughter, Debbie, persuaded her to sell the family home and move into Debbie’s mother-in-law cottage.  That way  they  could  stay  close, and  Maria  could  invest  the money  from  the  sale  in  a  nest egg…

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Include Family Values as Part of Your Inheritance

Successfully addressing and formalizing your inheritance of family values and assets can be challenging, especially if parents wait too long to begin instilling family values. Undoubtedly the best time to teach and empower your children as eventual inheritors of your…

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