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
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
Olympic Event Can Show “Rio” Important Retirement Planning Tips
Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon?The Des Moines Register’s article, “How the
It’s Time for a Midyear Checkup—Financially Speaking
Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Do Some Simple Planning with College-Bound Children to Sleep Better at Night
Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”
How to Solve the Issue of Passing Your House to Your Heirs
No one likes to think about passing away, but when you do, you're going to leave stuff behind. If you're leaving behind modest assets, then
Rolling Stone Jagger Needs Estate Planning for Expected Arrival
When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the
The Nuts and Bolts of Defending a Will Contest
There are a lot of moving parts when it comes to the defense of a will contest.The National Law Review article “Defending a Will Contest”
Don’t Leave a Bundle to Your Ex
Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or
Don’t Horse Around with Estate Planning and Your Stable
There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.