I saw the following quote on Facebook today, and it really resonated with me. It made me think about my own mortality and about my loved ones, who I will be seeing during the holidays: "None of us are getting out of here alive, … [Read more...]
Dementia Directives: Making Your Voice Heard When You Can No Longer Remember
Worldwide, around 50 million people have dementia, and there are nearly 10 million new cases every year. At that rate, in 2050, it is estimated that the number of people living with dementia will increase to more than 130 million. … [Read more...]
Passing Along Your Values Along with Your Valuables
Q. My wife and I are approaching retirement, and we are updating our estate planning documents. We read something about writing a legacy letter along with our estate planning, where we leave more than material things to our … [Read more...]
Is the Charitable Tax Deduction Gone for 2018?
Q. I give to charities every year during the holiday season. However, I’m concerned about the ramifications of doing so this year with the new tax law. Can I give as I usually do and take tax deductions, or is there something … [Read more...]
Why Am I Left in the Waiting Room?
Patricia Hardy Johnson was the mother of three daughters: Kathy Wolens, Deirdre Mistri, and Carol Alexander. Prior to her death, Patricia Johnson maintained several investment accounts with Citibank worth nearly $850,000 that were … [Read more...]
Estate Planning for Every Stage of Life
Q. I am a middle age divorcee who lives in a condominium complex with people of all ages, some who rent and others who own. My next door neighbors are a 60-year-old couple who have been married for 35 years, and on the other side … [Read more...]
Critter Corner: What Should I do with my Valuable Collectibles?
Dear Ernie and Jannette, I have a huge collection of clown dolls that I haven't had appraised, but I know are worth a lot based on Internet research. My adult children don't want them because my grandchildren think they look … [Read more...]
Downsizing So It’s Not So Overwhelming
Q. My parents knew it was time to downsize soon after my son (their grandson) Logan was born. They started to re-evaluate what’s important to them at this stage in life and decided that their health and family were more important … [Read more...]
Critter Corner: What if Nobody Wants My Stuff?
Dear Angel, I am thinking about moving to a senior living community sometime in the near future. So, now is the time to start figuring out what to do with the houseful of furniture, artwork, china, crystal, jewelry, and … [Read more...]
With the New Tax Law and Life Changes, it’s Time to Review Your Estate Plan
Q. Throughout the last decade, I have gone through so many changes in my life. Nine years ago, my wife passed away. A few years later our daughter got married, followed by my other daughter, followed by me getting remarried. Now I … [Read more...]
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