Warren Buffett, 94, is one of the richest men in the world who has put lots of thought into his investments, as well as his estate planning. Buffett, who recently updated his estate planning documents, plans to give away all of … [Read more...]
Print This PageAre Personal Checks a Thing of the Past?
November 27, 2024 by
It’s the holiday season and with Black Friday and Cyber Monday and the rest of the shopping season approaching, many of us are shopping for that perfect gift for our friends and loved ones. Some of us shop online at Amazon to … [Read more...]
Print This PageWhat are the Legal and Financial Considerations Associated with Multi-Generational Living Arrangements?
November 6, 2024 by
Most of us know someone whose adult child moved back in with them after college, a job loss, or a divorce. In other situations, seniors who have lost their spouse or who no longer can or want to live on their own may also opt to … [Read more...]
Print This PageStrokes in Younger People Are Increasing Even As New Stroke Prevention Guidelines Are Released
October 23, 2024 by
Recently, I’ve met with several married couples in their 50s where one spouse had a stroke and needed nursing home care – one had a stroke in his 40s and has been in a nursing home for many years already. This prompted me to do … [Read more...]
Print This PageIt’s National Estate Planning Awareness Week — Take Advantage of this Important Week to Get Your Planning in Order
October 23, 2024 by
Dear Angel, I read somewhere that this week is National Estate Planning Awareness Week. How can I convince my family and friends that they need an estate plan? Thanks for your help! Planna Head --- Dear … [Read more...]
Print This PageAge Gap Relationships: Ten Things to Know If You and Your Spouse Are 10 Years Apart
September 10, 2024 by
Alan Seidner, 82, and his wife, Carrie, 49, have been together for 26 years and married for nearly 21 of them. After splitting from his wife of three decades about a year earlier, Alan met Carrie at a work event. They knew their … [Read more...]
Print This PageWhat Happens and Who Inherits When You Die with No Will or Living Trust?
September 4, 2024 by
Over two-thirds of U.S. adults have no Last Will and Testament or Estate Plan, according to a recent Caring.com study. Dying without a Will (and without an Estate Plan that uses a Living Trust as a Will substitute to avoid … [Read more...]
Print This PageCritter Corner: Tips for Healthy Family Conversations About Challenging Topics
August 20, 2024 by
Dear Raider,I want to talk about Estate Planning and inheritances with my family, as I believe that these are important topics. But before I do so, I want to get my family to communicate better in general. My husband brings … [Read more...]
Print This PageHow Should You Discuss Trusts, Inheritances, and Stipulations with Children and Grandchildren?
August 20, 2024 by
Q. I will be leaving my eight grandchildren money in trusts and have certain stipulations and incentives I decided to include. I’d like to talk to them and their parents about it, but I am not sure how to broach the topic and have … [Read more...]
Print This PageWhy Set Up a Trust for Your Children or Grandchildren?
August 14, 2024 by
If you are considering transferring wealth to your children or grandchildren, a trust is usually the best method. It is almost always the best way to protect an inheritance from potential depletion due to lack of financial acumen, … [Read more...]
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