Giving Money to Your Children (while you’re still alive)

Janet's granddaughter, Grace, recently got accepted to veterinary school. Janet is thrilled at this huge accomplishment, and would like to give Grace a gift of $40,000 ($10,000 a year), to help her pay for school, so she wouldn't … [Read more...]

Don’t Attempt this on Your Own

Q. My Aunt Linda is very stubborn. She has been divorced twice, has three kids, two step-children, and a grandchild on the way. She did her estate planning documents when she was married to her first husband, and insists on making … [Read more...]

Is Alzheimer’s Contagious?

  There are currently 5.2 million Americans who suffer from Alzheimer’s, and the number is expected to triple by 2050.  It has long been believed that Alzheimer's is caused only by age and genetics, but new research says … [Read more...]

Living with Fewer Rights than a Convicted Felon

Q. My 30 year old cousin, Donnie, is intellectually disabled. He works at the Wendy's near my house, serving burgers and greeting customers with a smile. He has a bank account, and saves most of the money he earns, makes a mean … [Read more...]

Lending a Paw for Veterans

Robert Soliz, a 31-year-old former Army Specialist, participates in Paws for Purple Hearts. (Joseph Matthews, Veterans Affairs Photo) After being married for just six weeks, Mark, a U.S.Army veteran who was stationed in Iraq, … [Read more...]

Straying from Loved Ones

Q. This past summer, I went to Burke Lake Park with a friend, Mary, who has a child with autism. While purchasing a ticket for the carousel for another child, Mary's son wandered off. After searching for a bit, and involving the … [Read more...]

“Life Reimagined”- Guidance for Retirement Planning

Are you at a point in your life where you’re asking, “What’s next?” You’ve finished one chapter and you have yet to write the next one, and this one involves an empty nest, no more commuting to the office,  lots more time for … [Read more...]

Finding Joy in Alzheimer’s

Photo from Q. It's National Grandparent's Day on Sunday, September 13. My children want to do something special with their grandpa, who is in the early stages of Alzheimer's. Unfortunately, ever since the … [Read more...]

A Year Later: Robin Williams’ Family is Still at Odds

Robin Williams with his son, Zak, and his wife, Susan in 2012. Photo from New York Times Many wealthy people die having done inadequate estate planning, or none at all. This was not the case with late comedian Robin Williams, … [Read more...]

Please Don’t Leave that to Me!

Source: Q. My aunt Bettina (Betty) has over 6,000 Barbie dolls, worth more than $150,000, that she mentioned she may leave to me when she does her estate planning. Although they are valuable, I am secretly hoping she … [Read more...]