John Marriott III said that his father, Bill Marriott, forced him out of the hotel empire and then cut him out of the family’s $3
Blog
Roy Orbison’s Sons Sue to Use his Likeness in Hologram Concert
Roy Orbison's sons alleged that their former business partner is interfering with their new deal for an Orbison hologram tour. The Hollywood Reporter reports in
Can You Retire When You Want?
You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your
David Cassidy’s Will Cut out Daughter Katie
1970’s rock star David Cassidy cut his actress daughter out of his will years before he died. He directed that Katie, 31, whose mother was
How Do I Move Funds From a Traditional IRA into an HSA?
If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,
Estate Planning Also Deals with When You’re Living
A single man in his mid-40s with no real family may not understand why it’s important for him to do some estate planning. Hometown Life,
Baby Boomer Parents May Not be Leaving You a Bundle
Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.
What’s the Difference Between “Legacy Planning” and Estate Planning”?
Unfortunately, legal terms and financial terms can be confusing. The term “legacy” has a specific technical definition—a gift or bequest made under a last will
What Happens to My Debt When I Die?
A retirement plan isn’t set without some thought and planning on how to transfer any unspent assets to people we’d like to benefit after we
A Few Tips on Retirement Planning
The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your
Compliance Deadline for New Fiduciary Rule Delayed
Financial advisers now have until July 2019 to fully comply with the new fiduciary rule. This requires advisers to recommend investments best for their clients,
How to Spend Down to Qualify for Medicaid
A recent nj.com article, “Spending assets before Medicaid kicks in,” considers the consequences of long-term care. Without long-term care insurance, in addition to potentially depleting