Year: 2014
While most people realize that estate plans should be created to help distribute physical property such as real estate or jewelry, there is a growing need to consider intangible property. The Internet is increasingly becoming the main storage of our financial lives. A recent survey from Pew Research revealed that 51% of American adults bank online, and […]
According to Tom Lauricella of the Wall Street Journal, retirement is likely to cost more than you think. In a recent Sunday Wall Street Journal article, Lauricella discussed the pros and cons of five common retirement myths: 1. You’ll probably retire earlier than expected. Sounds like a good thing, but it’s not. Among the most critical […]
One surprising area in which scams are becoming more common is estate planning. Each year, more people fall victim to unscrupulous and unqualified sellers of ineffective estate planning documents. Often, these scammers are door-to-door salesmen or telemarketers. Scams are everywhere if you look close enough. And the field of estate planning is no exception. A […]
Knowing these objectives help both the couple and their estate planner determine what might be the best way to structure their estate plan. Planning for one’s estate takes careful thought and consideration. By adding another person to the mix through marriage, your goals or objectives will likely change. A recent Forbes article, titled “Eight Common […]
One way to fulfill your philanthropic goals is to provide for a particular charitable cause or organization in your estate plan. Do you want to leave something to charity when you are no longer here? All it takes is some planning ahead of time. The Charlotte County Florida Weekly recently posted an article titled “GIVING: […]
Here is an excellent video demonstrating how my mother in her 70s, learned to use technology to transform her love for teaching into the next chapter of her life! She authored a new children’s book, “Grandma Needs a Nap” under her Publishing Company “Grandma Press” which teaches our young children and their caregivers incredible life […]
For many, the decision to remain single is a matter of money. A partner who remarries stands to lose alimony, Social Security or a survivor’s pension. Many cohabitating couples share assets and expenses informally. Attorneys are constantly on their unmarried clients to draw up agreements specifying which partner is responsible for expenses and who will inherit. These […]
The bill has been in the works for more than three years and has backing from the Delaware Bar Association. If approved, it would be the first comprehensive law of its kind. Seven other states grant different levels of access. Accessing a decedent’s email or other online accounts after his or her death can be […]
Being a parent is full of surprises and requires constant judgment calls and adaptation. Try as you might to cover all the bases, ultimately you need to choose the people whom you really trust to do the right thing, and hope for the best. What if something happens to you today, tomorrow, next week … […]
How do I know what kind of caregiver my family member needs? How do I go about finding a home caregiver? What if I prefer to hire someone myself? Where can I find more information about home caregiving? Choosing care for your elderly loved one can be challenging. You want to make sure their needs […]
