Monthly Archives: August 2011
Blended Families Require Special Estate Planning
With the current high rates of divorce and remarriage—even into the retirement years—many blended families have a lot to consider when they create their estate plans. This article entitled “Inheritance plans for blended families present many options” considers the situations of Alice and Jack, 70 year old common law partners who wonder what is… Read More »
Mom and Dad are separated, but not divorced. Will Mom’s assets be counted on Dad’s VA Application?
Many couples choose to separate without ever becoming divorced. This can cause confusion when it comes to completing the application for the VA Aid and Attendance Pension. Normally, the VA requires married applicants to provide financial information for both spouses. If your parents are separated, this could mean that Dad has to provide Mom’s… Read More »
Addressing the Growing Financial Concerns of Baby Boomers
The “golden years” are supposed to be a time to retire and relax after a life of working hard for yourself and your family, but according to a recent story on NPR, Baby Boomers have some big financial concerns about the future, many of which involve how they will pay for health care in… Read More »
Planning Your Estate Can Help Loved Ones Cope With Loss
In our line of business we like to think that what we offer our clients is more than a way to minimize estate taxes or avoid a lengthy probate, we like to think that what we really offer our clients is an opportunity for peace and comfort during a time of stress and emotional… Read More »