Alan Seidner, 82, and his wife, Carrie, 49, have been together for 26 years and married for nearly 21 of them. After splitting from his wife of three decades about a year earlier, Alan met Carrie at a work event. They knew their … [Read more...]
Why Would a Married Couple Want Separate Trusts?
Dear Kiwi and Mango, My husband and I are ready to embark on our Estate Planning. This is the second marriage for both of us, and we aren’t sure whether to get a joint trust or separate trusts? I read somewhere that there is a … [Read more...]
Safeguarding Seniors: Essential Online Safety Tips to Protect Against Scammers
Guest post by assistedlivingmagazine.com In today's digital age, the internet offers endless opportunities for seniors to connect, learn, and explore. However, it's essential for older adults to be vigilant and informed about … [Read more...]
What Happens When You Die with No Will in Virginia, Maryland, or DC?
Over two-thirds of U.S. adults have no Last Will and Testament or Estate Plan, according to a recent Caring.com study. Dying without a Will (and without an Estate Plan that uses a Living Trust as a Will substitute to avoid … [Read more...]
What to Do if Your Social Security Number Is Part of the Recent Data Breach
Dear Hayek, I heard recently that a massive data breach may have compromised the personal information of millions, or even billions, of Americans. How can I find out if my information was affected, and if so, what actions can I … [Read more...]
Tips for Healthy Family Conversations About Challenging Topics
Dear Raider, I want to talk about Estate Planning and inheritances with my family, as I believe that these are important topics. But before I do so, I want to get my family to communicate better in general. My husband brings … [Read more...]
How Should You Discuss Trusts, Inheritances, and Stipulations with Children and Grandchildren?
Q. I will be leaving my eight grandchildren money in trusts and have certain stipulations and incentives I decided to include. I’d like to talk to them and their parents about it, but I am not sure how to broach the topic and have … [Read more...]
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