“What’s the difference between a power of attorney and a durable power of attorney?” Estate planning documents may not be the most exciting discussion, but
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Sorting Out the Differences in Different Powers of Attorney
Intentional Entrepreneur Boot Camp
I’m very excited about co-creating and co-teaching an intentional entrepreneur boot camp. In this bootcamp, we are not only going to show you how to
Protection for a Non-Relative Inheritance
“How to avoid elder exploitation and other inheritance headaches.” There’s a growing trend of elder exploitation, according to New Hampshire Magazine’s September 2016 issue in
Get Rockin’ on a Solid Estate Plan
It seems pretty natural that people postpone planning their estates. After all, who wants to anticipate or dwell on his or her own demise? What’s
Some Things to Know About Trusts
There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of
Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate
The Algemeiner’s recent article, “New Jersey Woman Fails to Contest Father’s Will Over Alleged Bias Against Jewish Spouse,” said that a panel of three judges
Don’t Go Commando Without a Will
Did you know you need a will? You really do. Creating a will can make certain that your assets are transferred the way that you
An Emergency Fund is Critical in Retirement
When you’ve finally reached retirement and are feeling comfortable that your nest egg of savings will take care of your financial needs for as long
Couple’s Million-Dollar Estate Makes Surprise Donations to Charities
The estate of Doug and Jean Goss donated an unexpected $2.2 million donation to Rideout Health Foundation and undisclosed sums to four other Yuba-Sutter area
Don’t Be Like Abraham Lincoln. Create a Will
What do Abe Lincoln, Bob Marley and Prince have in common? You guessed it…they all died without a will. But why? Kiplinger’s article, “4 Strategies
Sharing a Home with Another Senior Friend Can be a Win-Win
NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well
Investing Trust Assets 101
Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which
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