A Will Isn’t Your Most Important Document
For many people, a Will represents the pinnacle of preparedness. We’re here to tell you that it's just not true. Read on to find out why.
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- Aug 2, 2022
Will Hidden Eldercare Costs Blindside Your Family?
If you want to navigate the elder care journey without going broke, you won’t want to miss this FREE educational event...
- Aug 2, 2022
Are You Ready for the Business of Dying?
There's a lot to do after a person dies. The work doesn't end at the funeral.
- Apr 14, 2022
Finding Love Later in Life
When people get married later in life, the glow of love can often blind them to important estate planning matters.
- Feb 24, 2022
How Advance Care Planning Works in Real Life
Having an older brother with a mental illness drove home the need for advance care planning for Angela. Diagnosed with schizophrenia...
- Jan 7, 2022
Is It Possible to Live Too Frugally During Retirement?
Yes, it is, says Matt Fellowes, CEO of United Income, in a recent report.
- Jan 7, 2022
A Good Friend Until the End: The Story of a Healthcare Proxy
Over the course of their nearly 20-year friendship, Sheila and Jane had talked about their end-of-life care wishes more than once.
- Jan 6, 2022
Why You Need to Worry about Asset Protection Planning
Many people I talk to believe that only the ultra-wealthy need an asset protection plan. Nothing could be farther from the truth.
- Dec 4, 2021
What Can the 1% Teach the Rest of Us about Aging?
If you have fears about growing older, consider taking a page from the Super Rich playbook to tackle them.
- Dec 1, 2021
Have You Discovered Our Podcast?
Have you discovered the AGING STARTS NOW podcast? It's a great way to learn how to plan for the realities of growing older.
- Sep 21, 2021
GUEST COLUMN: Talking to Older Relatives about Finances
Discussing finances with elderly loved ones is rarely easy. However, these conversations are essential.
- Aug 18, 2021
Will Your Prenup Fail You as You Age?
If you marry later in life and you think your prenuptial agreement will keep your assets separate, be careful.
- Aug 10, 2021
How to Have “The Talk” about Money
Having to talk with your parents about their finances is as awkward as "the birds and the bees" talk they gave you when you were twelve...
- Apr 5, 2021
When You Fall in Love After 50
Things can get tricky, especially when it comes to estate planning.
- Mar 26, 2021
GUEST COLUMN: How to Have “The Talk” with Your Aging Parents
No matter how old you are, talking to your parents about their long-term care needs and finances is just plain uncomfortable for everyone.
- Mar 16, 2021
Common Mistakes and Cautionary Tales
There are countless ways people can mess up an estate plan.
- Feb 3, 2021
Suing a Doctor for Wrongful Life?
Not long ago, the New York Times ran an article called, Filing Suit for ‘Wrongful Life’ that talked about...
- Jan 4, 2021
Could an ABLE Account Help Your Loved One?
The ABLE Act enables people with disabilities to have savings accounts while receiving benefits.
- Nov 3, 2020
Creating a Health Care Power of Attorney Doctors Will Actually Read
If you go to the trouble to create a Healthcare Power of Attorney, is there a chance that the document will be overlooked...
- Jun 1, 2020
Your COVID-19 Estate Planning Checklist
We are living in unprecedented times. A unique and dangerous virus is proliferating the United States.
- Mar 13, 2020
Getting to Know the SECURE Act
The SECURE Act is the most far reaching and impactful legislation affecting retirement accounts in decades.
- Mar 13, 2020
When Disaster Strikes: Keeping Your Records Safe
Some natural disasters are more common in the summer. But major events like hurricanes, tornadoes, fires and floods can strike any time.
- Nov 15, 2019
Does Your Estate Plan Need a Corporate Trustee?
If you decide a trust is needed either during your lifetime or in your will, you will have to choose a trustee to administer it.
- Nov 15, 2019
Money Doesn’t Solve Everything
Even the richest among us have fears. They often share many of the same worries the rest of us have.
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