Dear Hayek,My husband doesn’t always make the best decisions about money. He has come close to being scammed in the recent past. Do you know of any training he (and I) could take to protect us from financial exploitation? … [Read more...]
Print This PageCritter Corner: Are a Prenuptial Agreement and a Postnuptial Agreement Essentially the Same Thing?
March 22, 2024 by
Dear Kiwi and Mango,My brother is getting re-married and is on the fence about a prenuptial agreement. My husband and I actually have a postnuptial agreement. Aren’t they essentially the same thing? Which is preferable? Can … [Read more...]
Print This PageHow Estate Planning Helps You and Your Caregiver
March 15, 2024 by
Dear Angel,I have Parkinson’s and need lots of care, and I know things are just going to get tougher. My sister is my caregiver who helps me full-time. I heard that getting my estate planning and long-term care planning in … [Read more...]
Print This PageCritter Corner: Beware of Tax Season Scams!
March 8, 2024 by
Dear Raider,A friend of mine told me that there has been an uptick in tax season scams, where identity thefts and refund thefts are taking place. What is this all about so we can stay vigilant?Thanks for your help!Rhee … [Read more...]
Print This PageCritter Corner: Final Guidance Issued This Week to Help People with Medicare Prescription Drug Coverage
March 1, 2024 by
Dear Kiwi and Mango,Although I’m on Medicare, the costs for my prescription drugs are still quite high, and frankly, I’m having trouble affording them. I heard something about a new guidance that was recently released to help … [Read more...]
Print This PageCritter Corner: How Do You Effectively Advocate for Yourself in the Hospital?
February 16, 2024 by
Dear Hayek,My father is undergoing treatments in the hospital. He depends on me when I am there, but I can’t be around as often as I would like to be because of my job. My father still has his wits about him, but he is … [Read more...]
Print This PageWhy Should Millennials and Gen Zers Care About Estate Planning?
February 9, 2024 by
Dear Raider,I’m in my 20’s and have never thought about estate planning. My older sister recently told me at a family gathering that she has her estate planning documents in place. I don’t understand why she would want to do … [Read more...]
Print This PageCritter Corner: What Tax Deductions Should Seniors Know About this Year?
February 2, 2024 by
Dear Kiwi and Mango,We are filing our taxes this weekend. Are there any special tax deductions we should be aware of for seniors for the 2023 tax year?Thanks for your help!Dee Duxshuns--- Dear Dee,Many seniors … [Read more...]
Print This PageCritter Corner: More than Half of Adults are Unprepared, Confused, and Anxious about Long-Term Care
January 26, 2024 by
Dear Angel,I follow Mr. Farr’s newsletter and understand the need to plan in advance for long-term care, since it’s only getting more expensive. Others I know do not see this as a priority. Is the lack of preparation in … [Read more...]
Print This PageCritter Corner: What Do I Need to Do to Comply with the Corporate Transparency Act?
January 12, 2024 by
Dear Kiwi and Mango,I have an LLC that owns a rental property. I understand that I need to submit beneficial ownership information (BOI) to the US Department of Treasury's Financial Crimes Enforcement Network (FinCEN), per … [Read more...]
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