A Family Meltdown: Retirement Lessons Learned from Casey Kasem

A Family Meltdown: Retirement Lessons Learned from Casey Kasem

The heartbreaking end-of-life story of legendary broadcaster Casey Kasem serves as a stark warning for anyone seeking retirement planning success. While many remember Kasem’s iconic voice, his final years became a public case study in what happens when a “plan” lacks...
When Siblings Disagree: Managing Disputes Over Elderly Parent Care

When Siblings Disagree: Managing Disputes Over Elderly Parent Care

Few things create more pressure on families than a health care crisis – especially when it involves making care decisions concerning an aging parent. Siblings often find themselves having to make major life decisions on mom or dad’s behalf, under major time pressures,...
Are Any of These Inheritance Time Bombs Lurking in Your Estate plan?

Are Any of These Inheritance Time Bombs Lurking in Your Estate plan?

Many people believe their estate affairs are in perfect order, yet underlying issues often remain hidden until it is too late. These “inheritance time bombs” can jeopardize your financial legacy and devastate the family relationships you value most. Identifying these...
A Good Estate Plan Helps You Age on Your Own Terms 

A Good Estate Plan Helps You Age on Your Own Terms 

Is your estate plan truly complete? Before you answer, you might want to take a look at this insightful article from Kiplinger that talks about elements of what the author considers a complete estate plan. The article was written last year by California attorney John...
A “Perfect” Retirement Plan Collapses When Illness Strikes 

A “Perfect” Retirement Plan Collapses When Illness Strikes 

Every so often, a story comes across our desks that demands our full attention. We experienced that late last year when we first encountered this deeply moving column in the Wall Street Journal. It chronicles the lives of Glenn and Karen Ruffenach, a couple who...