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…

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…