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Sorting Out the Differences in Different Powers of Attorney

Sorting Out the Differences in Different Powers of Attorney

“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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Intentional Entrepreneur Boot Camp

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

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Protection for a Non-Relative Inheritance

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

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Get Rockin’ on a Solid Estate Plan

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

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Some Things to Know About Trusts

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

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Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate

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

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Don’t Go Commando Without a Will

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

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An Emergency Fund is Critical in Retirement

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

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Couple’s Million-Dollar Estate Makes Surprise Donations to Charities

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

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Don’t Be Like Abraham Lincoln. Create a Will

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

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Sharing a Home with Another Senior Friend Can be a Win-Win

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

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Investing Trust Assets 101

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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