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Legal Planning You Should Do Before Your Kid Heads Off to College
If you are the parent of an 18-year-old who may be off to college shortly, you should be aware that not only is your child leaving, but they are also taking many of your prior legal rights with them....
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How to Help Elderly Parents Manage Pets
Pets play an important role in the lives of the elderly, helping to ease loneliness and providing a limitless source of affection. Here are some tips on helping aging parents care for their pets,...
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When Your Child Has Special Needs, Estate Planning is a Must
If you are the parents of a special needs child – and with autism spectrum disorder (ASD) now affecting 1 in 88 American children, that number is growing – then the need to plan for how your child’s...
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How to Handle Retirement Accounts as Part of Your Estate Plan
A recent Wall Street Journal article pointed to the fact that when people fail to pay attention to the best way to handle retirement accounts as part of their estate plan, dire consequences can ensue....
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When It Comes to Estate Planning, Learn From the Mistakes of Others
There is much to be learned from the mistakes of others and the celebrity world abounds with cautionary tales when it comes to estate planning. An article last week in the Globe and Mail lists these 5...
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Vacation Is Perfect Time for “The Talk”
Chances are that you will be spending at least some of your vacation time this year with older family members, and while there are few perfect times to talk with parents about their estate plan, the...
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Social Security Plays Vital Role in Women’s Retirement
A new fact sheet from the AARP highlights the important role Social Security plays in American’s retirement, but especially how important it is to keep women out of poverty. According to the fact...
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5 Ways to Protect & Provide For Your Family Now
There are a few important practical estate planning moves you can make right now to help protect and provide for your family: Life insurance – parents should consider buying a life insurance policy to...
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5 Elements of a Good Estate Plan
If you’ve already made a will, that’s a good start in creating your estate plan…but it’s only a start. There are actually at least five elements of a good estate plan: 1. Will. You need a will to...
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Learn from the Real Will Mistakes of These Celebrities
While celebrities doubtless have access to more legal resources than most people, there are several who have famously made big mistakes when it came to their wills. Here is what you can learn from...
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Asset Protection Strategies for Late Life Marriages
Couples that marry later in life often bring significant assets of their own to the marriage – as well as children from previous marriages they want to receive those assets after they’re gone. There...
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Long-Term Care: Who Will Fill the Gap?
It is estimated that 70% of seniors will need long-term care at some time in their lives, and the average length of time that care will be needed is three years. The Kaiser Family Foundation created...
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Judge Rules Same-Sex Couples Entitled to Military Spousal Benefits
A Los Angeles U.S. District judge has ruled that the U.S. military cannot deny spousal benefits to a California veteran in a same-sex marriage, saying that the denial of benefits does not serve any...
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7 Reasons You Need an Estate Plan – and Money Isn’t One of Them
In many ways, estate planning is a misnomer, as it leads most people to believe it’s all about money and taxes. In reality, estate planning is really about protection – for you and your loved ones. A...
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Review Your Estate Plan With These Questions in Mind
2013 brought a number of significant changes to the tax code, and with the year starting to wind down and the dust settled on the implications of these changes for your estate plan, it’s a good time...
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Estate Planning Lessons from the 1%
The U.S. Trust 2013 Insights on Wealth and Worth, a survey of more than 700 Americans with more than $3 million in assets, found that these one-percenters have done a much better job overall in estate...
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Top Ways Married Same-Sex Couples Benefit From Windsor Ruling
The recent U.S. Supreme Court ruling in United States v. Windsor that invalidated the federal Defense of Marriage Act (DOMA) brought with it some substantial estate planning benefits for legally...
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How to Ensure Life Insurance Proceeds Are Not Taxed
Having the proceeds of your life insurance policy taxed upon your death is not just bad luck for your family…it’s bad planning! If you own a life a life insurance policy and don’t have a plan, it will...
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How to Plan for Receiving an Inheritance
It is estimated that the next few decades will see the largest transfer of wealth in history in the form of inheritances. Planning for receiving an inheritance is imperative if you want to protect...
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Considerations for In-Home Care
Baby boomers have always been categorized as an adventuresome generation, but when it comes to long-term care, most agree they want to stay at home. A Wall Street Journal article earlier this week...
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