How to make a mess of an estate plan:[1] Remember Leona Helmsley, the woman who wore gorgeous gowns advertising her hotels? She died at age 87 nine years ago. They are still fighting about the estate she distributed under her “Last Will and Testament.” In that Will she gave most of her estate to charities,…
DetailsSmall mistakes in estate planning can result in unintended transfers, out of date beneficiary designations and other unhappy surprises. Protect yourself and your family so nothing falls through the cracks. You don’t update your estate plan after a divorce and remarriage. If this happens, your ex-spouse may end up with some of your assets if…
DetailsWhy should you have a Health Power of Attorney? What is it for? Susan Graham explains in one of her recent videos – “Why do I Need a Health Power of Attorney?” For emails, click on the title above to access the video; otherwise, click on the “Play” icon below to view.
Do you want to learn more about wills and trusts and the difference between the two? Susan Graham explains in one of her recent videos – “The Difference Between a Will and a Trust”.
If you are on Medicare, the sign-up window is open to change your health insurance plan. What should you choose? It is an important decision. Let me tell you about George. In March, George had multiple health problems: dizziness, a stiff neck, aches all over and weakness in his arms. He was unable to drive…
DetailsThere is a new book, Being Mortal, by Atul Gawande. The author is a physician concerned about improving lives as people age. As we get older we fall apart. This is normal. “Our functional lung capacity decreases, our bowels slow down. Our glands stop functioning. Even our brains shrink. … The earliest portions to…
Details