Helping a family during a time of mourning is often as simple as a sincere statement of sympathy. During a time of mourning, we can often help the family members with an effort that does not require a lot of time or investment, according to the Wills, Trusts & Estates Prof Blog in “How Condolences […]

Seniors who put off retirement, often find themselves working for someone with high tech skills. The trend of businesses to hire managers who grew up with the technology of computers, cell phones and email has put 38% of Americans in the situation of reporting to a younger boss, according to The New York Times in […]

When you think taxes, you might think estate plan. Since you have already done much of the work when you gather the financial material needed for taxes, you might consider following up filing by setting up an estate plan or updating your current plan, according to CTV News in “The mistakes of not having a […]

Tennessee has an exception to the rules, in how to legally disinherit a child from a will. The Supreme Court of Tennessee has agreed to hear the case of some children who were not mentioned in a will, according to the Times Free Press in “Tennessee Supreme Court agrees to hear J. Don Brock estate […]

An estate plan can be created for many purposes, but one of them aims at looking after your family. There are many ways to look at estate planning but maybe it just comes down to loving your family, according to Lifezette in “Estate Planning: A Love Note to Your Family.” Estate planning is a way […]

The money of the aging super wealthy will change hands. The 1% of the aging population that controls much of the World’s wealth is looking to the future when the money will change hands, according to Private Wealth in “The World’s Aging Rich Are Plotting What’s Next.” Economic data shows that wealth in the U.S. […]

A mistake in estate planning sparked a long fight between the heirs. Audrey Hepburn memorabilia has been stalled in court for the last two years but her sons may have now reached an agreement, according to the Daily Mail in “Audrey Hepburn’s sons agree to split their late mother’s treasure trove of belongings, including costumes, […]

A Nevada trust may replace Delaware, when it comes to asset protection. Some question Delaware as the state of choice for an asset protection trust following a court decision in 2014, according to Kiplinger in “Delaware Trust? You May Want to Consider Nevada Instead.” Dynasty trusts have long been the goal of people who want […]

One has to be very careful with their assets, when it comes to qualifying for Medicaid. A key mistake when it comes to Medicaid is not carefully planning for your assets, according to the Pauls Valley Daily Democrat article titled “Misunderstandings create traps in planning.” Nursing home care is a major expense for many who […]

When senior citizens can no longer live at home, perhaps they should consider an assisted living facility. Senior citizens sometimes do have an option available other than a nursing home when they can no longer live at home, according to the Yorktown News in “What Is an Assisted Living Facility and Is It the Right […]