Dear Ribbit, I understand that discussing estate planning with adult children can be an emotionally charged conversation. However, I know it’s a critical topic to address with family members. In my situation, my daughter is … [Read more...]
Print This PageHer Parents Were Kidnapped by a Professional Guardian
October 4, 2017 by
Rudy North was an avid reader, who had a sharp mind and liked to write down quotes from his favorite books. Rennie, his wife of fifty-seven years, was recovering from lymphoma and suffered from neuropathy so severe that her legs … [Read more...]
Print This PageTED Talks: New Ways to Think About Death
June 7, 2017 by
Most people don't like to think about dying. We’d rather focus our energy on the people and the things we love, happy times, and things that bring us joy. But, as we all know, death is inevitable, and shouldn’t be ignored. Despite … [Read more...]
Print This PageHow to Downsize the Right Way
May 26, 2017 by
Q. My husband and I became empty-nesters when our son and daughter moved out and started families of their own. We will be selling our home and moving to a condominium in a senior living community in a couple of months. I admit … [Read more...]
Print This PageHow to Minimize Family Conflict Over Your Estate Planning Wishes
April 7, 2017 by
Q. My children are very different, and sadly they don’t get along. My son, John, has been a PhD student for more than 10 years now. He insists that his research is going well and that he will be done soon. At the age of 45, he … [Read more...]
Print This PageCritter Corner: I Don’t Want Your Vacation Home, Mom!
April 7, 2017 by
Dear Commander Bun Bun, My mother just did her estate planning and she told me she will be leaving us her vacation home. My father is deceased, and I am an only child. Despite her generosity, my family doesn’t want the home, … [Read more...]
Print This PageTax Advantages and Overlooked Deductions for Retirees
March 10, 2017 by
Q. April 15 is quickly approaching, and my husband and I are planning on doing our taxes soon. As retirees, I know that there must be some deductions that we may be overlooking. Of course, similar to most seniors on a fixed … [Read more...]
Print This PageThe Financial Problems of CCRCs
March 8, 2017 by
A Continuing Care Retirement Community (CCRC) is an age-restricted community where, in most cases, incoming residents must be at least age 55 or older. The facilities offer independent-living units, assisted living units, and … [Read more...]
Print This PageHave You Prepared for Your Digital Afterlife? Most People Haven’t.
March 3, 2017 by
Q. My mother is very tech savvy. She is always on Facebook posting pictures, articles, and recipes. She uses online bill pay to pay most of her bills, and Microsoft Office 365 to keep a daily diary in Word and her monthly budget … [Read more...]
Print This PageAdvance Directives Mean Less Costly Care
February 3, 2017 by
Q. My aunt died ten years ago without an advance directive. I will never forget the fight between her husband and the rest of the family about life saving measures before she died. He insisted that she would have wanted them, when … [Read more...]
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