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
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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
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,
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
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
New Mexico Looks at Guardianship Reform
There’s been a nagging question in the months of debate over reforming New Mexico’s guardianship system. The question? How to ensure that estate plans and
Does Medicaid Get My House?
If your father is a widower and needs long-term care but he but can't afford it, he may consider applying for Medicaid. Therefore, what happens
Managing the Finances of a Parent with Dementia
Advance planning can address many of the tough issues that arise when handling finances for someone with dementia, says Forbes in its recent article, “Managing