The Estate Planning of Prince, Harper Lee, and David Bowie

In 2016 so far, we have said farewell to some of the most legendary names in music, film, literature, and television, including Prince, Harper Lee, and David Bowie — all within the first four months of the year. While nothing can … [Read more...]

The Most Important Awareness Day of the Year (and only 20- 30% realize it!)

Anne is 71 years old, and her health is rapidly declining. When her time comes, she is confident that she wants to donate her organs to help someone else live a longer and healthier life. She also wants to be buried next to her … [Read more...]

April 29 Marks the End of a Major Social Security Loophole

Q. I remember reading an article that you published last fall about The Bipartisan Budget Act of 2015, where you mentioned that the end of file-and-suspend would be happening in six months. I am concerned about the impending … [Read more...]

New, Overlooked, and Odd Tax Deductions for Seniors

Q. With tax season upon us, I am preparing for the grueling task of filing my taxes.  I am aware that every year, the IRS makes a litany of changes to the tax code and Congress often weighs in with its own alterations as well. Of … [Read more...]

I’m Not Dead Yet!

Q. When my Aunt Barbara died in 2002, my cousins had to rely on the legal system to help negotiate with their half-brother over her estate. To sell her personal possessions, the family had a large auction. They all agreed to keep … [Read more...]

Top 15 Articles of 2015

From the 50th birthday of Medicaid and Medicare and the 80th birthday of Social Security to the once-a-decade White House Conference on Aging, we covered a lot of ground in 2015. It was a year that included a new act being passed … [Read more...]

How to Survive Adult Sibling Conflict Over Elder Care, Inheritances, and More

Q. Last week, my sister, my brother, and I traveled with our families to visit our 82-year old mother for Thanksgiving (I didn't have to go too far, since she lives ten minutes away!). Although mom says she is “just fine,” we … [Read more...]

Be Very Afraid: Our Top Ten Scariest Articles

With Halloween upon us, now is the time when we present you with this year’s scariest & creepiest stories. From posthumous messages from loved ones to Alzheimer's being contagious, we uncovered some scary ground. To … [Read more...]

Spooky or Reassuring? Posthumous Messages from Loved Ones

Image from express.co.uk Imagine you had a letter from someone who was likely to pass away – could you resist reading it?  Morgan received a letter from her cancer-stricken brother-in-law, Jack, to be opened after his … [Read more...]

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...]