Graphic from pbs.org. Chris Olson was recently diagnosed with Alzheimer's, and her husband, Brent, has prostate cancer. They lived alone, 300 miles away from their nearest daughter, and needed assistance. Their daughter, … [Read more...]
Print This PageAsk the Expert: I Am Young and in Good Health. Why Plan Now When I Can Probably Wait?
May 1, 2015 by
Q. I am in my 40's and run marathons. I am in better health now than I have been in my entire life. My family eats only organic foods, and we are hardly ever sick. My grandparents are still alive, and they are in their 90's, and … [Read more...]
Print This PageLandmark Supreme Court Marriage Case May Affect Planning Choices
April 28, 2015 by
Image from USNews.com Gay marriage is currently legal in 36 states, mostly because of the decision in the 2013 case of Windsor v. United States, in which the U.S. Supreme Court invalidated the federal Defense of Marriage Act. Two … [Read more...]
Print This PageCritter Corner: Do I need to file taxes for a deceased relative?
April 9, 2015 by
Dear Commander Bun Bun,My mother passed away in 2014, and I am the executor for her estate. I typically wait until the last minute to file my taxes. Even though she is no longer with us, do I need to file taxes for her, as … [Read more...]
Print This PageWhat Happens to Your Online Data After You Are Gone?
March 27, 2015 by
Q. Our next door neighbor, Joseph, was shoveling snow when he collapsed and died of sudden cardiac arrest at the age of 53. Grief-stricken and shocked, his wife, Jane, not only had to plan a funeral; she also faced the daunting … [Read more...]
Print This PageCan Stipulations in a Will be Changed 100 Years Later? Maybe — Read About The Sweet Briar College Nightmare
March 13, 2015 by
Q. I visited my niece, Natalie, last year at the picturesque Sweetbriar College, a liberal-arts women’s institution in rural Virginia. I am a history buff and I remember during a tour of the campus they … [Read more...]
Print This PageEstate Planning for Childless Couples
March 3, 2015 by
When many people think of estate planning, they assume that a person’s heirs are his or her children. But what happens when a couple has no children? Do they need to plan too? The answer is yes. At the very least, they should … [Read more...]
Print This PageCritter Corner: Can You Claim a Pet as a Dependent?
February 13, 2015 by
Dear Baxter,My dog, Rover, is like a child to me. He is cute, loveable, and playful, and like a human child, relies on me for support. Vet bills, food, cleanup, and repairs caused by damage, have cost a lot of money this past … [Read more...]
Print This PageHelp Someone Else and You Might Go to Jail
February 10, 2015 by
Ray is a loving father and a good friend who enjoys helping others. He helped his son build a deck, assisted his friend in finding a home, and even does his daughter's taxes on Turbo Tax each year. However, when it comes to estate … [Read more...]
Print This PageCommon Estate Planning Mistakes Baby Boomers Should Avoid
January 6, 2015 by
Baby boomers, or those born between 1946 and 1964, are starting to retire in droves. For these people (and everyone else), it is important to create an estate plan to help protect assets and ensure that wishes are met in the event … [Read more...]
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