Category Archives for No.More.Tears.
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.
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 readingWhy 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.
Continue readingShould You Transfer the House to Your Kids to Qualify for Medicaid or VA Benefits?
One of the most common questions we get from clients is about transferring house ownership. They want to know whether they should transfer the ownership of their house to their children. The obvious reason for transferring their house is to move a significant asset out of their estate to their kids. This might lower their […]
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.
Continue readingEstate Planning is More than Assets…it’s About Your Life
If you think that you do not need an estate plan because you do not have very many assets, then you do not understand that estate planning is not just about your property.
Continue readingReasons Why Receiving an Inheritance Might be Trickier Than You Think
It has been estimated that more than $41 trillion will be transferred to heirs in the United States over the next 50 years. This is the largest transfer of wealth in U.S. history. Are you entitled to some of this pot of money? If you are, there are some things you should be aware of […]
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