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 PageYikes! Our Top 10 Scariest Articles of 2024
October 30, 2024 by
Halloween is tomorrow, so this is the perfect time to share this year’s most petrifying articles. From those who had to endure the intrusive, expensive nightmare of probate to a screening tool that can accurately predict risk of … [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 PageWhat Are the Rules for Taking Money Out of Tax-Deferred Retirement Accounts?
September 25, 2024 by
Many of us think of retirement as part of the natural order of things. Not long ago, this meant working until you’re about the age of 65, then living off a pension and Social Security benefits. Now, pensions have become less … [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 PageWhy Would a Married Couple Want Separate Trusts?
September 10, 2024 by
Dear Kiwi and Mango,My husband and I are ready to embark on our Estate Planning. This is the second marriage for both of us, and we aren’t sure whether to get a joint trust or separate trusts? I read somewhere that there is a … [Read more...]
Print This PageCritter Corner: What to Do if Your Social Security Number Is Part of the Recent Data Breach
September 4, 2024 by
Dear Hayek,I heard recently that a massive data breach may have compromised the personal information of millions, or even billions, of Americans. How can I find out if my information was affected, and if so, what actions can I … [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...]
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