Recent Blog Posts
You Have The Right To Leave Your Children Unequal Shares Of Your Estate
Personal finance advice columnists have strong opinions about whether you should divide your estate equally among your children. Some say that playing favorites in your will is a sure way to create rifts in your family that will make it very difficult for your grandchildren to enjoy the same kind of close relationship with… Read More »
Guardianships Can Protect Your Elderly Family Members From Financial Abuse
Forming friendships late in life can be a beautiful thing. Perhaps you saw your own grandmother become more social after your grandfather died, attending church choir practice several times per week and meeting her friends at restaurants for lunch, having more fun than she had had since the days when your grandfather was still… Read More »
Can You Stop Your Spouse From Claiming An Elective Share Of Your Estate?
When you write a will, you are the boss. You can leave as much or as little property to anyone you choose, regardless of their relationship to you. If you decide to disinherit your entire family and your entire estate to your pet corgi and appoint your friend Cathy as the corgi’s guardian, this… Read More »
Does Your Vision Of Happiness Include A Luxurious Assisted-Living Facility?
Aging happens to everyone, no matter how much or how little money they have. Forming an estate plan and a plan for living out your retirement years should begin with a realistic look at your financial resources. If you live beyond your means when you are young, there is still time to rein in… Read More »
Single Ladies, Build An Estate Plan In 2022, If You Don’t Already Have One
Kudos to you if you are a woman who thinks that life gets better as you get older; you will save bundles of money and untold amounts of stress by not chasing futile efforts to stay young. If you are happily married, then you and your husband should work on your estate plan together. … Read More »
New Year’s Resolution: Make A Budget To Remodel Your House For Aging In Place
Being content with the things you have is a sign of wisdom. If you are in your 60s and the house you bought when you were in your 30s still feels like a forever home to you, this means that you made the right decision all those years ago. Deciding on accommodations in which… Read More »
Your Social Security Payout May Be Less Than You Were Hoping
When it comes to retirement planning, the rich really do get richer while the poor get poorer. If you have a well-paying job, you have plenty of money to put into savings each month after you pay your bills, so you can spend your golden years earning passive income. For everyone else, there is… Read More »
Old Year’s Resolution: Update Your Estate Plan
Not quite an Advent calendar and not quite a bucket list, your end-of-year to-do list can be a source of fun or anxiety, depending on your attitude and on your items on that list. If the things you planned to do failed to materialize for reasons beyond your control, it can be demoralizing to… Read More »
You Are Never Too Young For A Digital Estate Plan
When you spent thousands of hours of your adolescence posting your eloquent musings on your MySpace account, your grandparents may have done the old person equivalent of rolling their eyes, but now that MySpace has come and gone, you are glad that you had the presence of mind to store your writings as Word… Read More »
Demand For Granny Flats In Central Florida Exceeds Supply
Aging in place, where you continue to live in the house or apartment where you live now for as long as your health allows, is the preferred option if you have family members living nearby. Given the choice between aging in place and moving to an assisted living facility, 90 percent of seniors choose… Read More »