Secrets of Centenarians

Q. The other day, I was reading about Susannah Mushatt Jones, who turned 116 last month in New York. She was born in 1899 and retired in 1965. She never smoked or drank, and says lots of sleep is the secret to her longevity.I … [Read more...]

Critter Corner: New IRA Rules Close the Loopholes

Dear Commander Bun Bun,I heard that there are some new rules that were proposed by President Obama that IRA owners should know before planning their estate or transferring money between IRAs. Do you know about them and, if so, … [Read more...]

When is it Time to Hang Up the Keys?

With years of experience behind the wheel, senior drivers are among the safest on the road. However, skills and abilities required for safe driving — such as vision, memory, physical strength, reaction time, and flexibility — may … [Read more...]

Critter Corner: I Am Single With No Children. Why Should I Bother Planning?

Dear Commander Bun Bun,I am a free-spirited single person who has never been married or had any children. I don't even have brothers or sisters. Yesterday, my neighbor told me about her estate planning during our morning walk. … [Read more...]

A Different Type of Funeral

Q.I am the kind of person who likes to plan ahead for everything. I started planning my wedding before I was even engaged, and named my children long before I was pregnant. Now that I am getting older, I am beginning to think … [Read more...]

Help! My Bank Won’t Recognize Co-Trustees

Q. My mother named me and my brother as co-trustees of her Revocable Living Trust. She passed away earlier this year in her home town of Abingdon, VA (near the Tennessee border), where my brother still resides. Since then, when it … [Read more...]

What Happens When Caregivers Are Too Sick To Perform Their Duties?

Q. I am a caregiver for my husband, Ed, who has had Parkinson’s disease for fifteen years. While fully coherent, his physical capabilities have been greatly reduced. Confined mainly to a wheelchair, he requires my help to dress, … [Read more...]

Same-Sex Marriage: Planning for the Future

(picture from Huffington Post)Q. My mother has been in a same-sex relationship with a wonderful woman for ten years. She is thrilled about last week's decision that she could get married to her partner, if they choose to do … [Read more...]

Tom Brokaw Doesn’t Know Where His Living Will Is. Do You Know Where Yours Is?

Tom Brokaw and his daughter Jennifer appeared at the TEDx Stanford conference, speaking on the subject of end-of-life health care options. Brokaw began the dialogue, framed as a conversation between father and daughter, by asking … [Read more...]

Critter Corner: What are a Trustee’s Responsibilities?

Dear Angel,My mother, Alice, asked me to be the successor trustee for her Revocable Living Trust. Before I accept the responsibility, I want to know more about what it entails. Do you know about the duties of a trustee and can … [Read more...]

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