Category Archives for Current Affairs

What About Bella? Estate Planning that Includes Your Furry Family Members

You know that old saying “better safe than sorry”? While no one wants to imagine something bad happening to themselves, many are at least getting prepared in case it does. If you’re one of those people, it’s important to also consider your furry friend.”

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Judge Rules that Glen Campbell’s Kids Can Contest his Will

Last week, a judge in Tennessee ruled that the three children can dispute the validity of the wills that excluded them from inheriting. They petitioned the court to certify that a contest to the will exists, on grounds of his alleged lack of capacity and undue influence.

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Here’s an Estate Planning tool all College Students Need

My son is leaving for college on the East Coast in August. Is there anything special I should consider, legally or financially, in preparing for this life change – both for my son and for me?

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A Different Way to Combat the Labor Shortage…Bring Back Older Employees

Soon after Ilana Benet retired from her job as a labor and delivery nurse, it hit her: She missed the babies. Her employer missed her…. she quickly realized — within weeks — that she wasn’t ready for full retirement.

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Will SAFE Act Really Make Seniors Safe? Some Don’t Think So…

In an attempt to take a step toward countering some of the negative impact of elder financial abuse, the government recently passed the Senior Safe Act in May 2018, as part of a bipartisan banking reform set of laws.

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Cohousing May Be the Answer for Many “Golden Girls” and Guys

Here’s one answer to the “Where to go next?” question being asked by those inching toward retirement, or those looking to escape the increasing cost of Seattle living and combine resources with a like-minded community.

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You’ve Got Enough…Now How Can You Give the Rest Away?

Even if you’re not a millionaire, you may have reached a stage where you think, It’s enough. It could even be a bit too much. A second car may sit mostly in your garage. A beloved vacation home may have transformed from a place to relax to a place to maintain.

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Why are We so Fascinated with Anthony Bourdain’s Estate Plan?

Ever since his untimely death, the press and the public hasn’t been able to get enough of Anthony Bourdain. His name caused another commotion this week, when his will was probated in New York.

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Are States Doing Enough To Prevent “Elder Fraud?” Most Think They Aren’t

Financial crimes against the elderly are an increasing problem in the U.S. However, most states are not doing enough to fight it.

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