We often imagine that celebrities are immune to the everyday struggles that affect “normal” people. While fame provides a lavish lifestyle during one’s prime, the sobering reality is that the end of life brings universal challenges. Wealthy individuals frequently face...
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...
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...
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...
If you are part of an unmarried couple—two people sharing a home and a life without a marriage certificate—you are part of a significant national trend. Recent data shows the marriage rate in the United States continues to decline while the number of cohabiting...
The old adage reminds us that “those who fail to plan, plan to fail.” This sentiment is undeniably true in the arena of retirement planning. It helps explain a dismal statistic often cited by Rajiv Nagaich: while 90 percent of seniors hope to age in place, only about...
