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…

“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…

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…

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…

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…

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…