Please have the important discussion regarding your end of life wishes with your family and loved ones. It is a personal, religious, and philosophical issue and it can be complex, but it is important that those who care about you most understand your wishes and perspective. Barbara Bush’s End-Of-Life Decision…
“Death is inevitable, but we continue to make long-term bets: My wife, Jeanne, and I might have enough economy-size jugs of Tide and gigantic packages of toilet paper rolls, bought on regular trips to Costco, to survive into the next century. Still, preparing for an eventual demise — at least…
“We definitely see evidence that retirement is fluid,” said Kathleen Mullen, a RAND senior economist and co-author of its American Working Conditions Survey. “There’s less of the traditional schedule: work to a certain age, retire, see the world. We see people lengthening their careers.” Many Americans Try Retirement, Then Change…
“While a person can become a victim of a scam at any age, the senior population is becoming more vulnerable to scammers. Seniors make good targets because they generally have good credit and accessible savings. Further, many seniors are alone or suffer from conditions like memory loss or frailty, which…
“One of the biggest errors parents can make is spending too much time creating the legal entities known as trusts and too little time on the kinds of conversations that will help ensure that trust among siblings is maintained when parents are no longer around to settle disputes.” These conversations…
With Spring Break behind us, many of us are looking ahead to our summer plans. If you’re headed out on vacation, particularly out of the country, it will bring you great peace of mind to know that your Estate Plan and Incapacity Documents are in place. If you’re hoping to…
Whether you are a senior yourself or you have beloved seniors in your life, these are important tips to consider for post-retirement planning: Post-Retirement Planning: A Checklist for Seniors
Be sure that your beneficiary designations are up to date and align with your wishes and your estate plan: Who gets your IRA when you die? It’s not so simple
Information to keep in mind if you’re considering investing in crypto assets: Crypto assets rewrite estate planning
We always tell our clients that deciding to start the estate planning process is the hardest part – we try to ensure that the rest is much simpler! Many people wonder when the best time is to get your estate plan in order and we certainly advise that sooner is…