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...]
Print This PageSafeguarding Seniors: Essential Online Safety Tips to Protect Against Scammers
September 5, 2024 by
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...]
Print This PageWhat Happens and Who Inherits When You Die with No Will or Living Trust?
September 4, 2024 by
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...]
Print This PageCritter Corner: What to Do if Your Social Security Number Is Part of the Recent Data Breach
September 4, 2024 by
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...]
Print This PageCritter Corner: Tips for Healthy Family Conversations About Challenging Topics
August 20, 2024 by
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...]
Print This PageHow Should You Discuss Trusts, Inheritances, and Stipulations with Children and Grandchildren?
August 20, 2024 by
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...]
Print This PageWhy Set Up a Trust for Your Children or Grandchildren?
August 14, 2024 by
If you are considering transferring wealth to your children or grandchildren, a trust is usually the best method. It is almost always the best way to protect an inheritance from potential depletion due to lack of financial acumen, … [Read more...]
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