“Time has a way of showing us what really matters” ~ Unknown Author I sat with Nora in her hospital room, having just finished helping her sign her legal papers. Her mind was sharp, but her body was failing. Nora was worn out from a heart attack and several surgeries, and the doctors… Read More »
Posts Categorized: Estate Planning
Call of the RV : How to Enjoy the Open Road and Worry Less About Fuel Costs
For many people across the country, from outdoor enthusiasts to retirees, driving an RV is the ideal way to travel. Whether traveling during the summer or year-round, they never have to settle for just one destination — there is always something new around the next turn. However, owning or renting an RV comes with one… Read More »
“Mistake Day” On Senior Law Radio (Your Mistakes, Not Mine. . .)
It was “Mistake Day” on Senior Law Radio! On today’s show I covered many common mistakes people make relating to their estate plan (Will, Trust, etc.) and long-term care planning. Topics are broad and include: Adding someone’s name to your deed (sometimes you’ll hear this referred to as a “quit claim deed”) Hybrid families (second… Read More »
Stay Active During Your Golden Years
3 Part-Time Jobs for Retirees Whether you want to generate some extra income during your retirement or just keep yourself busy, getting a part-time job can be a great way to spend your golden years. But why settle for just any opportunity when you could stay mentally and physically active and give back to the… Read More »
A New Year and an Updated Plan
Are You Ready for the Next Decade? As we enter a new year — and a new decade — there are undoubtedly many things on your mind. Many people are setting goals and planning for the year ahead. As you think about what you want to get out of 2020, it’s important to consider… Read More »
Should You Sell Your Life Insurance Policy?
Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in needed cash, but are they a good idea? If your children are grown and your mortgage paid off, you may decide that there is no longer… Read More »
Phone Scammers are on the Prowl. Here’s What You Can Do.
Phone scams are as common as ever. Scammers just keep calling, hoping you will give them sensitive financial information. One of the most common scams is the IRS scam: The person on the line says they’re with the IRS and claims that you owe money. If you don’t pay, they warn, you will be arrested…. Read More »
Get More Bank for Your Buck: How To Take Full Advantage of Your Financial Institution
Whether you’re banking with a credit union or a national giant, your financial institution likely offers more resources, account options, and saving plans than you’re using — or even aware of. As one NerdWallet article puts it, “Banks and credit unions continue to find new ways to both delight and confound customers.” If you focus… Read More »
Don’t Let Money Get in the Way of Your Grandchild’s Education
College expenses aren’t what they used to be. What used to be affordable . to any student with a part-time summer job now can take years to pay off. If your grandkids want to go to college, the cost of education should not be a barrier to their future. Luckily there are ways that you… Read More »
Financial Elder Abuse
It’s a Serious Problem and Here’s what You Can Do About It Financial elder abuse is a major issue that’s not often discussed, publicly or privately. It’s a subject that’s easy to sweep under the rug. However, over the past several years, the subject of financial elder abuse has been making more and more headlines…. Read More »