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 PageHow Should You Discuss Trusts, Inheritances, and Stipulations with Children and Grandchildren?
August 20, 2024 by
Why 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...]
Print This PageCritter Corner: Why Would a College Student Need a Power of Attorney?
August 14, 2024 by
Dear Hayek,Our son is heading to college for his sophomore year in a couple of weeks. Last year, I was worried about him adjusting socially and doing well academically. Now that I know he is happy there, has a nice group of … [Read more...]
Print This PageYes, Probate Really Is That Bad!
August 6, 2024 by
When Sheila’s mother died with only a Last Will and Testament (Will) in place, she couldn’t fathom that she would still be knee-deep in probate a year later without an end in sight. Sheila often tells her friends and anyone who … [Read more...]
Print This PageCritter Corner: Simplifying Things for Your Heirs
August 6, 2024 by
Dear Kiwi and Mango,I am in the process of organizing my paperwork. I was thinking that I should put anything important that my children would need in one place, to make things easier if something should happen to me. Do you … [Read more...]
Print This PageHow Care Managers Work with Care Agencies
August 2, 2024 by
By ElderTree Care Management ServicesCare managers and home care agencies often collaborate closely to provide comprehensive support for individuals who need assistance with daily living activities, especially the elderly or … [Read more...]
Print This PageThe Scammers Are Winning. How a New Client Benefit from The Farr Law Firm Can Help You Turn the Tables!
July 12, 2024 by
Q. I’ve been reading your newsletter for a while now and I’m always very impressed with all of your articles, including the many informative articles about the latest scams that seem to keep being targeted at the older population, … [Read more...]
Print This PageBeware of “Forgotten Assets” When Applying for Medicaid. And Beware of Bankers Trying to be Helpful.
June 28, 2024 by
We received two similar questions this week and will address them both.Q1. My aunt opened a savings account at her local bank for her son (my cousin) in the late 1980’s when my cousin was in college. When she opened the … [Read more...]
Print This PageShould You Ever Prepay a Hospital Bill?
June 18, 2024 by
A week before she was due to have knee replacement surgery, Jennifer got a call from the surgeon’s office. She was told that she had not met her annual deductible, so she would owe $700 up-front. Jennifer paid because she thought … [Read more...]
Print This PageA Screening Tool Exists that Accurately Predicts End-of-Life
June 14, 2024 by
Q. I read somewhere that there is a screening tool that was developed to more accurately predict someone’s risk of dying based on different factors. Do you know more about this or other screening tools that are out there and how … [Read more...]
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