Wives Facing Retirement Alone Will Experience Emotional and Financial Challenges – So Couples Need to Plan Ahead

It’s difficult for a married couple to visualize what the future will be like when one spouse has passed away. After all, today you’re both healthy and looking forward to enjoying many years of retirement together – and God willing, that’s what will happen. Nevertheless, at some point it’s a virtual certainty that one of…

New York Times Article Asks, “Can Your Estate be Divided Unequally and Still be Fair?”

Here at AgingOptions we have the opportunity to work with a wide variety of clients in the process of estate planning. In our experience, it’s not unusual to be deep in discussion concerning how a client wants to dispose of his or her assets after death, only to have the client look across the desk…

Been Putting Off Writing a Will? These Reminders Might Just Help You Stop Procrastinating and Get It Done

Just about everybody knows that dying without a will can cause serious problems for your loved ones. Here at AgingOptions, we are frequently asked about this topic, and as you can imagine, we have some strong opinions which we’ll discuss in a moment. First, though, we were drawn to this recent article by Liz Weston…

Forbes Report: Family of Rocker Tom Petty Embroiled in a Battle Royal Triggered by a Poorly-Worded Trust Document

If you’ve heard Rajiv say it once, you’ve heard him say it a hundred times: when it comes to your retirement, having plenty of money is absolutely no guarantee that you’ll leave behind the kind of legacy you hope to. Now once again, that axiom is being played out in the headlines in an ongoing…

Aging Couple planning for Medicare

Your 2019 Legal Laundry List: Make This the Year You Accomplish These Ten Estate Planning Priorities

Most of us like lists. Some people make To Do lists and follow them scrupulously, while others make lists and then ignore them. Still, whatever kind of list-maker you are, there’s something about seeing those important tasks on paper or your computer or smart phone screen that focuses our thoughts and rearranges our priorities. Being…

“Done Procrastinating” – How the Loss of a Loved One Looks and Feels for Those Left Behind

Here at AgingOptions we like to share articles that tell a familiar tale in an unconventional way. That was our reaction to this touching and poignant article from the Washington Post just last week. At first, we weren’t sure how applicable the message in the column, written by writer Emily Maloney, would be to AgingOptions…

Retirement Risks Can Be Eliminated

Retirees Describe Their Biggest Financial Regrets. Will We Learn from Their Mistakes?

“If I only knew then what I know now!” Many of us have uttered those words time and time again when we reflect on all the things we should have done differently decades ago. Nowhere are those “if only” regrets more acute than in the area of finances, especially when it comes to preparing for…

Keeping the Peace when You’re Resting in Peace: How to Ensure Your Estate Plan Doesn’t Set Off a Family Feud

What’s in your estate plan? At some point as you think ahead about the time after you’re gone, you’ll want to plan carefully how to allocate your assets and possessions to your loved ones. Like most people, you’ve probably envisioned a harmonious future scene in which your family and others closest to you are smiling…

Déjà Vu: Battle over Care of Ailing Comedian Tim Conway Seems Sadly Familiar

He was one of the funniest men on television in his heyday, and his deadpan humor was a staple on the top-rated Carol Burnett Show which premiered on network television in 1967 and ran for 11 seasons. But today, Tim Conway is a sad shell of what he once was. Suffering from dementia, the one-time…