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…

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…

Writing a Will, Keeping it Current, and Choosing the Right Executor – Important Steps Too Often Neglected

Everyone knows you need a will, yet even in this so-called enlightened age, a surprising number of Americans have never gotten around to preparing one. According to the LegalZoom website, “Approximately 55 percent of American adults do not have a will or other estate plan in place,” a number that has remained fairly constant for…

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…

What Truly Matters: Passing Along Your Beliefs, Values and Wisdom to Those You Love

“Does your estate plan have a gaping hole? Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love.” That’s the challenging premise behind this article that was published recently on the Kiplinger financial website. Written by legacy planner Laura Roser, the…