Kathy was shocked when she read her mother’s bank statement. How could it be there was only $100 left? Where did the other $50,724 go? The family was planning to use the money to pay for care to assist her mother, Nancy, age eighty-six, had trouble walking and now was so forgetful she could not…
Retired and concerned about your finances?[1] Will you outlive your money? Sometimes the retirement funds you planned or did not plan for to provide a secure retirement are looking a little thin. What can you do? Here are two ideas. If you did not save enough and you own your home you have some choices…
Idaho Law Change for Married Persons’ Estate Plan To Save Taxes [1] Do you and your spouse hold a joint brokerage account that is titled “Jack and Jill Hill, Joint Tenants With Rights of Survivorship (JTWROS)”? You may want to change the title to be “Jack and Jill Hill, Community Property, With Rights of Survivorship…
There is a 70% guarantee that the day will come when you need someone to help make decisions for you if you are over age 65. Most people ignore or only casually think about whom they want to assist with their finances and health decisions when they are unable to help themselves. Many people give this…