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,…
Small mistakes in estate planning can result in unintended transfers, out of date beneficiary designations and other unhappy surprises.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…
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”.
There 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…