What would happen with your kids, should something happen to you? It’s a question that most parents...
Archive - March 2019
Family Meetings and Trustworthy Siblings Needed to Help Aging Parents
If your parents are at a point where they struggle with their financial affairs, increasing your...
Digital Assets in Estate Planning: The Brave New World of Estate Planning
According to a new report from Kaspersky Lab, more than one in 10 people have now used...
Why Is a Revocable Trust So Valuable in Estate Planning?
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not...
Health Care Decisions in 2019 Require a Medical Power of Attorney
A few months ago, I was planning knee replacement surgery. While providing the required pre...
Making an IRA Part of the Estate Plan
You’re hoping to leave your loved ones a nice legacy and something that can enhance their financial...
Can A Cell Phone Video Become a Will?
Wills deal with the transfer of valuable properties – both real estate and funds – so the law...
When Should I Review My Estate Plan?
As life happens and things change—and as you pass big milestones like getting married, having...
Personality Changes in Seniors
There are times, however, when emotional disturbances can indicate a more serious problem, like an...
Challenges for Women Facing Retirement are Especially Daunting
The financial challenges women face to achieve financial security in retirement can be huge, as a...