When You Inherit Unexpectedly

Q. When my sister-in-law, Erin, got her 23 and Me results in the mail a couple years ago, she was surprised to find out that she is Scottish, Irish, German, and almost a quarter Native American. Since then, she has connected with … [Read more...]

Critter Corner: Is Estate Planning Worth it?

Dear Hayek, I am a planner by nature. I plan everything in advance from dinner for the week to a family vacation in a year. My wife isn’t much of a planner and is glad that I am the way I am. The only thing is that she does not … [Read more...]

No Matter How Old He Is— He’s My Son and I’ll Take Care of Him!

Q. I read about a situation where a 98-year-old mom named Ada Keating moved into a senior home to help care for her 80-year-old son, Tom. As a single mom with a son, I could understand wanting to ensure your child is well cared … [Read more...]

Critter Corner: Should We Leave Our Money to Our Children Outright?

Dear Magic, My wife and I are planning to do our estate planning soon. We want to leave our money, property and valuables to our children. They are teenagers now. What’s the best way to do so? Should we leave our money to our … [Read more...]

Do Middle Class People Set Up Trust Funds?

Q. My mother is considering setting up trust funds for her grandchildren, hoping to give them a solid head start on adulthood when the time comes. She would like to provide them with guaranteed financial security later in life and … [Read more...]

Critter Corner: Protecting Our Daughter’s Inheritance If She Gets Divorced

Dear Magic, Our daughter got married a couple years ago, but she doesn’t seem happy. Her husband goes out a lot, drinks too much, and gambles regularly. He also spends nearly every dollar he brings in. We have a sizable … [Read more...]

Critter Corner: Are Teachers and Other Frontline Workers Rushing to Do Estate Planning?

Dear Ernie and Jannette, I recently saw in many publications, including CNN and Newsweek, that teachers and other frontline workers (including dental hygienists, flight attendants, and others) are rushing to do estate planning. … [Read more...]

How Having a Special Needs Loved One Affects Estate Planning and Retirement Planning

Q. Our daughter, Sophie, has an Autism Spectrum Disorder (ASD). She is verbal, but needs lots of help academically and with her social skills. She may not be able to live independently when she becomes an adult. When it comes to … [Read more...]

Help Me Get Rid of This Timeshare Please!

Q. My aunt Helen left me a timeshare thinking she was doing me a favor. She always said I should travel more often, since I rarely go anywhere. Now, I have this timeshare and I still don’t travel (I’m a homebody, and that will … [Read more...]

The Top 19 Weird Will Requests

The COVID-19 crisis has caused many Americans to contemplate their mortality. The pandemic has prompted people to think more about what to do if they become infected. And for many of these people, that includes thinking about … [Read more...]