In the beginning stages of dementia, someone who handles the family finances forgetting to pay bills is just one common warning sign. The spouse doesn’t
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Be a Farmer like “Old McForbes” and “Mr. Green Jeans” Bon Jovi and Reap the Tax Benefits
A gentleman farmer is a wealthy landowner who oversees a small farm purely for the pleasure of it—and, perhaps, for the pleasure of the tax
The Tough Choices in the Stories of Senior Guardianship
One Florida journalist recently received numerous heart-breaking testimonials from individuals feeling frustrated by a system that was designed to protect adults no longer able to
Thought about Dying Lately?
Most of us don’t. However, if a close friend suddenly passes away, this shocking and unexpected event might make you think about death and how
The Estate of Mr. Cub Already in Foul Territory
Widely beloved in Chicago and the baseball world, Ernie Banks — a/k/a Mr. Cub — rose from humble beginnings. He began his career earning seven
Dispute over Doctor’s Multimillion Dollar Estate Headed for Trial
The fight over the multimillion-dollar estate of renowned plastic surgeon and burn treatment pioneer Richard Grossman, who died last March at age 81, is headed
Divorce Planning and Estate Planning
If you have just gotten divorced, you may be focused on getting on with your life. But make sure you also have updated the financial
Other than That, Mrs. Lincoln, How’s Your Estate Planning?
It might sound like a stretch to take personal finance lessons from a first lady who lived 150 years ago. But the financial aspects of
Medicaid Planning for Seniors
Medicaid is the United States’ health care safety net. It is an insurance program for low-income and needy people that provides health-related coverage for children,
Avoid Financial Elder Abuse
Two recent studies on elder financial abuse were recently published— one suggesting the problem is far bigger than we think and the other suggesting it’s
Helping Your Folks with Their Finances
No matter how old you are, you’re still your parents’ child. Someday, however, they may need to rely on you for help when it comes
How’s That New Year’s Resolution Coming to Organize Your Finances?
Gaining control over our finances is usually at or near the top of all New Year’s resolutions. What many people don’t realize, though, is that
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Latest Posts
- Assets Are Transferring. But Clarity Is Not.
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- Common Estate Planning Mistakes and How to Avoid Them











