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Creating an Ethical Will: How a “Legacy Letter” Can Help Communicate Love, Lessons, and Values to Those You Leave Behind

As we age, many of us begin to think about the concept of “leaving a legacy.” Too frequently, however, the focus turns to money, as if the only legacy that truly matters when we die is a pile of cash, a portfolio of real estate, or a healthy business. But as this recent Kiplinger article…

Will Each of Your Kids Get an Equal Inheritance? How You Handle That Question Can Cause Family Strife – or Prevent It

As you plan ahead for the end of your life, one of the decisions you’ll want to think carefully about is the eventual disposition of your estate. If you plan to leave your assets and possessions to your children – and if you have more than one heir – you’ll have a potentially tough choice…

Focus on Estate Planning: Review Your Plan Regularly to Steer Clear of These Planning Pitfalls

The term “estate planning” means different things to different people at different stages of life. Estate planning encompasses – or should encompass – an entire adult lifetime of saving, planning, preparing, and insuring, all with the goal of finishing life well and passing your legacy along to the next generation. Once in a while, then,…

Focus on Estate Planning: If You Need a Will – and You Do – Is There a Way? Even in a Pandemic, No One Needs to Pass Away Without One

Isn’t it strange how it sometimes takes a national emergency to get us to do the things we’ve always intended to do, but never quite got around to? Writing a will is one of those items languishing on many people’s To Do lists. (How else do you explain the fact that, according to AARP, roughly…

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Focus on Estate Planning: Three Reasons You Need an Attorney for Your Will

As a service to Aging Options blog readers, we’re always on the lookout for helpful articles from a variety of sources.  The following column comes from Missouri-based Rudy Beck, Attorney and Founder of Beck and Lenox Estate Planning & Elder Law, LLC. We’re re-posting it this week as part of our special Focus on Estate…

If You Need a Will – and You Do – Is There a Way? Even in a Pandemic, No One Needs to Pass Away Without One

Isn’t it strange how it sometimes takes a national emergency to get us to do the things we’ve always intended to do, but never quite got around to? Writing a will is one of those items languishing on many people’s To Do lists. (How else do you explain the fact that, according to AARP, roughly…

Doctor’s Orders: The Journal of the American Medical Association Says Now is the Time to Address Advance Care Planning

As retirement planning professionals, Rajiv Nagaich and his AgingOptions team are used to dealing with people procrastinating. One of the elements of planning that many people tend to put off is advance care planning – what will happen should you become unable to make medical decisions on your own, and who will decide for you…

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…

Important New Year’s Resolution: If You Want Your Estate Distributed Properly, Now’s a Good Time to Update Your Beneficiaries

Here’s a question: if you’ve made it clear in your will which of your heirs should inherit money from your estate, how it is possible that those funds will end up going to someone else? The answer is simple: if you’ve forgotten to update the beneficiary information on a life insurance policy, retirement plan, or…