Q. My lifelong friend, Declan, has a family that has a history of early-onset Alzheimer’s. Declan is worried that he will get sick when he is still young and will not be able to pay his bills or make other decisions about his … [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...]
Five Steps to Plan for Digital Assets, such as Online Passwords
Q. My father, Daniel, is a techie and an environmentalist. In other words, any type of banking, including bill payments, he does online (no paper statements for him!) He also invests online and is an avid user of Facebook, where … [Read more...]
10 Intriguing Things to Do with Your Cremains When You Die
Pictured: Forevurn Kaleidoscope Urn Steve Munt is a cat lover with a keen interest in outer space. While most grieving pet owners keep their furry friends' remains at home in an urn or buried in the yard, Munt wanted to do … [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...]
Miss Your Grandmother?. . . Then Rent One!
Anna's mother died when she was six, and she was raised by her grandmother, Betty. Anna had a close relationship with Betty and has many fond memories of their time together. Betty lived a long life and died at the age of 92. Anna … [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...]
Family Feuding Over the Power of Attorney Decision
Maddie was asked by her mother to assume the role of agent under her Power of Attorney, entrusting her to act on her mother's behalf and to place her mother's interests ahead of her own when the time comes. Maddie lives the … [Read more...]
How Can You Reduce Your Capital Gains Taxes?
Diane, at age 80, resides in the home she has lived in for nearly 40 years. When she initially purchased the home after her husband’s death, it cost only $25,000 (and she since put in $45,000 in improvements); today it’s worth at … [Read more...]
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