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...]

The “Queen of Soul” and Other Celebrities Who Died Without a Will

Aretha Franklin, "the Queen of Soul" died on August 16, at the age of 76, from pancreatic cancer. Similar to many other celebrities as we will describe in more detail in this article, a recent court filing revealed that Franklin … [Read more...]

Estate Planning for the Modern Family

Q. My family is not what many would consider "ordinary." I am divorced and have been remarried for five years. I have a 40-year-old stepdaughter, a 25-year-old daughter, and a 10-year-old grandson, all of whom reside with us. My … [Read more...]

Why Every College Student Should Have an Incapacity Plan

Q. My 18-year old daughter, Madison, will be a freshman in college in the fall. At her high school graduation party, my friend Phil told me that he is already doing estate planning for his own daughter, and he told me that it is … [Read more...]

The Most Important Awareness Day of the Year (and only 20- 30% realize it!)

Anne is 71 years old, and her health is rapidly declining. When her time comes, she is confident that she wants to donate her organs to help someone else live a longer and healthier life. She also wants to be buried next to her … [Read more...]

Top 15 Articles of 2015

From the 50th birthday of Medicaid and Medicare and the 80th birthday of Social Security to the once-a-decade White House Conference on Aging, we covered a lot of ground in 2015. It was a year that included a new act being passed … [Read more...]

Be Very Afraid: Our Top Ten Scariest Articles

With Halloween upon us, now is the time when we present you with this year’s scariest & creepiest stories. From posthumous messages from loved ones to Alzheimer's being contagious, we uncovered some scary ground. To … [Read more...]

A Year Later: Robin Williams’ Family is Still at Odds

Robin Williams with his son, Zak, and his wife, Susan in 2012. Photo from New York Times Many wealthy people die having done inadequate estate planning, or none at all. This was not the case with late comedian Robin Williams, … [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...]

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...]