Few things are uglier than the spectacle of children or other relatives arguing about an inheritance. The law respects the right of individuals to decide who should inherit their property. …
Continue ReadingHow to Avoid Will Challenges
Category: Healthcare & Financial Decisions
What Sources of Income Are Available for Retirees?
Ideally, as workers gain experience in a job, their wages increase and their savings grow. When employers don’t offer pension or retirement benefits, workers can still take advantage of individual …
Continue ReadingHow Medicare Patients and Other Seniors Can Correct Errors in Their Medical Records
Updated: March 2025 Errors in medical records, including electronic, are relatively common. Helping older relatives review their medical records may uncover mistakes that could cause future harm. It is worth …
Continue ReadingIs Eldercare Assistance on the Horizon?
Estimates of the number of family members working as unpaid caregivers range from 48 million to 65.7 million, with 53 million being a common approximation. Of those, about 37.1 million family …
Continue ReadingCOVID-19 Fraud Targets Seniors
Scammers have a long history of preying on seniors. The social isolation that seniors are experiencing to avoid contracting COVID-19 has elevated the risk that they will be victimized by …
Continue ReadingCreator, Steward or Consumer?
You have heard the old adage “Rags to Riches to Rags”, or “Shirtsleeves to Shirtsleeves in three generations”. It is not just a dynamic of western culture; it is actually …
Continue ReadingFear and Vulnerability Work
Change provokes fear and vulnerability for both parents and caregivers alike. The year 2018 is marked by change from many directions. Some of the changes we are experiencing this year …
Continue ReadingWhat Investments to Include in Your Retirement Nest Egg?
These are the categories of investments appropriate for funding your retirement in the order of funding priority. 1) Two month’s worth of living expenses in a checking account. 2) Short-term …
Continue ReadingAre Your Financial Priorities Prudent?
Many loving parents and grandparents make the mistake of giving priority to paying for their children’s or grandchildren’s educations over the funding of their own retirement. At first blush that …
Continue ReadingTHE Financial Question
The question I am asked most by clients is, “Do I have enough money to last the rest of my life?” I tell them I need the answers to two …
Continue Reading