Category Archives for Estate Planning
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.
Continue readingHere’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?
Continue readingA 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.
Continue readingWill 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.
Continue readingCohousing 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.
Continue reading9 “Hidden” Costs You Should Be Aware of Before Starting Retirement
If you’ve faithfully set aside money for retirement over the years, it pays to sit down and review your finances before you leave your job. You may be surprised to see that your budget has been drained by fees, including service and management fees tied to your retirement accounts.
Continue readingPotluck Dinners with a Side Dish of Funeral Planning
Every month or so, 49-year-old Amy Pickard hosts a potluck gathering at her apartment. They’ve been described as death Tupperware parties,’ she explains.
Continue reading7 Big Questions You Should be Asking About Your Retirement Plan
401(k)s are great for saving for retirement. However, they’re quirky. Even the most-seasoned savers have questions.
Continue readingThe Biggest Estate Planning Challenge You Will Face is Your Family!
When the topic of estate planning comes up, talk about taxes is soon to follow. That train is rarely late. Taxes are important, but they aren’t what keeps planners up at night in 2018.
Continue readingDo You Know What Digital Assets You Have?
It is important to include your digital assets in your estate plan. However, you need to know what they are.
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