If the Coronavirus Outbreak Has Prompted You to Get Serious About End-of-Life Directives, AgingOptions Has the Solution

As part of our commitment to helping you make the most of the unusual circumstances triggered by the coronavirus pandemic, the team at AgingOptions, along with our partners at LifePoint Law, want to make it as easy as possible for you to experience the peace of mind that comes with proper legal planning.  But how…

“Done Procrastinating” – How the Loss of a Loved One Can Stimulate Us to Care for Those We’ll Someday Leave 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 which we first discovered and shared last year. At first, we weren’t sure how applicable the message in the column, written by writer Emily…

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…

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…

Family Finance Update: A Spendthrift Trust Can Help You Keep Your Heirs from Blowing Their Inheritance

Just a few weeks ago here on the AgingOptions blog, we shared some helpful advice about the right approach to giving money to your family members. The gist of the article (you’ll find it here) is that there’s a right way – and a wrong way – to give resources away, and if you want…

Beware of Do-It-Yourself Wills: They Can Save You Money but Leave Your Heirs Uninformed and Unprotected

These days you can get practically anything online, and that includes do-it-yourself wills and other estate planning documents. These services (and there are thousands of them) promise to let you create legally sound estate planning documents at a fraction of the cost of having them prepared by an attorney. But unless you know what you…

Aretha Franklin

Breaking News: Soul Queen Aretha Franklin Passed Away Without a Will or Trust, According to CNN Report

On August 16, 2018, the world lost a great artist when “Soul Queen” Aretha Franklin passed away at age 76 from pancreatic cancer. For boomers and many others, Franklin was an absolute artistic icon. Since her death in Detroit, praises have been flooding in from around the world, extolling her as an example of true…

Estate Planning - Safe Harbor Trust

Casey Kasem Wasn’t the Only Celebrity Lacking a Strong Estate Plan

Here on the AgingOptions blog we’ve frequently used the sad tale of pop music celebrity Casey Kasem as an example of a wealthy person whose poor estate planning triggered a pathetic end-of-life spectacle. (Click here to read our blog article, published a few years ago, that described the sad affair of Casey Kasem.) By failing…