The Yakima Herald article, “Passing the baton: 6 challenges for family business succession,” says that maybe one reason family dynasties are of interest is that
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Original Hawaii 5-0 Star Still Giving Back to Hawaii Long after his Final Aloha
A family will gather at the bedside of a dying mother. They’ll share memories, celebrate her life, and say good-bye. A middle-aged woman who was
Hey, Do You Want to be Executor of My Estate?
If you and your spouse have no children, are retired and have a sizable estate, MarketWatch asks whether it is okay to use an attorney
Don’t Add to Your Family’s Stress If You Die Young
Raising the topic of your own death with your parents, siblings, or partner may sound silly if you’re in your 20s or 30s, particularly if
Take Life’s Transitions Seriously
Many folks take on estate and financial planning in a piecemeal manner. It’s something they visit every now and then. Maybe they speak with an
A 529 Plan is a No Brainer
Tackling college debt is bad enough without not knowing one of the best collegiate funding revenue generators available: the college 529 plan. A new report
Making it Easier to Let Go of Valuable Art
What if it’s time to arrange your affairs, but you’re not quite ready to part with your art collection? You can part with your art
Social Security Benefit Essentials
For many Americans, Social Security benefits are the basis of their retirement income. If that’s the case, then maximizing those benefits is critical. Kiplinger’s “10
Laws for Guardianships Slow to Change
Abusive guardianship cases have made headlines for decades. Tales of relatives fighting over Mom to access her savings, professional guardians draining an estate through high
When You Might Avoid the 401(k) Early Withdrawal Penalty
The rule for tapping a 401(k) without incurring the 10% early-withdrawal penalty requires that you are at least age 59½, but there’s an exception. If
Persistent Problems with Powers of Attorney
Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated. However, The
What’s the Big Deal about Writing a Will?
CNBC’s article, “Prince or pauper, young or old, here’s why you still need a will,” lists the top three reasons why it’s vital to write