Does your family really understand what’s important to you as you grow older – particularly when it comes to where and how you want to live out your days? Before you answer “Yes, they know where all my important estate planning documents are,” you might want to think...
Have you gone through the process of naming a trustee to take over a family trust after you’ve passed away? If you answer “yes,” that’s a good first step. But here’s an important follow-up query: does the trustee you’ve selected know that he or she is about to assume...
“Neither a borrower nor a lender be,” William Shakespeare wrote in Hamlet. Yet most of us have been both. Sometimes the transaction has turned out fine – borrowed funds are repaid and everyone is satisfied. But at other times, especially when family members are...
Have you had “the talk” with your kids? No, not that talk: if your kids are adults, we’re pretty sure you can check that one off the list. We’re talking about “the talk” that can be every bit as awkward and uncomfortable. It’s the discussion that happens when you sit...
According to published statistics, roughly 7 ½ million Americans currently have long-term care insurance policies in force. Yet other data suggests that about 70 percent of Americans will need some form of long-term care at some point in their lives. There’s clearly a...
