Category Archives: Estate Planning
Inherited Financial Security A Blessing, If Handled Correctly
Money does not equal happiness. Let that sink in. It can be hard to believe, but it’s true. Sure, it’s easier to be unhappy when poor, but family wealth, if not handled correctly, can also be a source of grief. … Continue reading
Death Is Inevitable, But Financial Hassles Can Be Avoided
When a spouse dies is not the time to find out proper steps haven’t been taken to deal with new financial realities. According to a recent article in The Wall Street Journal, even people who feel they are properly prepared … Continue reading
Older Unmarried Couples Must Get Estate Planning Done
Young people who decide to live together without benefit of clergy, as the old expression had it, may not have any pressing need to figure out the complexities they face in estate planning, but seasoned citizens who choose to forego … Continue reading
Unmarried Couples Face Estate Planning Hurdles
People who choose to live together rather than get married, whatever their reasons, don’t love each other any less. But the law tends to think they do. “Unmarried couples do not have legal protections enjoyed by married couples, such as … Continue reading
When it Comes to Wills: Details, Details, Details
When it comes to deciding who gets what in a will, no detail is too small. That includes silly little knicknacks and items of kitsch that mom and dad may have accumulated over the years, as families sometimes discover to … Continue reading
Women and Estate Planning: A Natural, Necessary Fit
Women control more than half the wealth in the United States, and yet their role in estate planning has traditionally been small to nonexistent. That’s changing, and for more reasons than simply where a majority of the money rests. “Today’s … Continue reading
Making a List, Checking it Twice Can Make Estate Planning Nice
People create checklists for all kinds of reasons: Pilots before takeoff to get everything right Birdwatchers to record achievements Travelers to make certain all that’s required gets packed Grocery shoppers to make sure the milk gets in the cart In … Continue reading
Wise Estate Planning is Never One and Done
Sometimes it must seem as if plans devised for estate and investment planning are like city buses: another one will be along shortly, headed in a completely different direction. It is simply a fact, and admittedly a frustrating one for … Continue reading
Diagnosis of Dementia Isn’t an End to Making Legal Decisions
Alzheimer’s is insidious. The definitions of that somewhat old-fashioned term in the Meriam Webster Dictionary include “awaiting a chance to entrap” and “developing so gradually as to be well established before becoming apparent.” Those all perfectly describe Alzheimer’s disease and … Continue reading
One-of-a-Kind Families Need One-of-a-Kind Plans
According to statistics the average U.S. family size is 3.2 members. The median age of a man upon his first marriage is 28.1, 47% of women aged 75 or older live alone. Also according to statistics, approximately 60% of couples … Continue reading
