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 PageIt’s National Estate Planning Awareness Week — Take Advantage of this Important Week to Get Your Planning in Order
October 23, 2024 by
What 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...]
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...]
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...]
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