When the Inheritance You Left Isn’t Wanted

Janet Reno, the nation's first-ever female attorney general, died a little over three years ago (on November 7, 2016) following a long battle with Parkinson's disease. Ms. Reno was born and raised in a small cottage home her … [Read more...]

Getting Loved Ones the End-of-life Care They Deserve

Q. My mother is in her 80’s and has been in the hospital several times this year with pneumonia and urinary tract infections and has been suffering with Parkinson’s for decades. There have been times when I’ve visited her and a … [Read more...]

SECURE Act is Signed into Law: Five Ways it will Change Retirement

Q. I heard that the Setting Every Community Up for Retirement Enhancement (SECURE) Act was recently signed into law and that it includes taxpayer-friendly measures designed to boost retirement savings. What are some of the ways … [Read more...]

Be Careful Who You Choose as Your Trustee

Q. One of my top priorities for 2020 is to get my estate planning documents in order. Before doing so, I plan to discuss my wishes with family members over Christmas, although as a single woman without children, I don’t have too … [Read more...]

The Dangers of Joint Bank Accounts

Emily, 67, is seriously thinking about adding her adult daughter, Katie, as joint owner of her bank account. She is considering this because she wants to ensure that Katie would have easy access to her money in case of an … [Read more...]

When Safe Deposit Boxes Aren’t Even Safe

Q. I read an interesting article about safe deposit boxes in the New York Times recently. It is focused on a man who had a valuable watch collection stored in a safe deposit box managed by Wells Fargo, possibly worth millions, who … [Read more...]

Is a Handwritten Will Ever Valid?

Q. My brother, Larry, doesn’t like to spend money on anything. His family never went on vacation, never bought a new car, or never remodeled their 1970’s kitchen (or any other part of their home, for that matter). His attitude is … [Read more...]

It’s Vacation Time — Are Your Children Protected?

Q. My husband and I are finally taking our dream vacation to visit Greece this summer. Our children, Mason (11) and Emilie (9), will be at sleepaway camp, and then at their grandmother’s house, so they will not be going with us. … [Read more...]

A Moon Landing, an Anniversary, and a Reconciliation

Fifty years ago, Apollo 11 launched from Cape Kennedy carrying Commander Neil Armstrong, and lunar module pilots Michael Collins and Edwin "Buzz" Aldrin to the first lunar orbit. Many of us remember Armstrong describing the event … [Read more...]

What’s the Difference Between Retirement Planning, Financial Planning, and Estate Planning?

Q. My wife and I are hoping to retire in 12 years. We have already done our estate planning but have been told by friends and relatives that we need to also do financial planning and retirement planning. Aren’t financial planning … [Read more...]