Farewell To My Inheritance
I know, I know. It’s appalling to be thinking about an inheritance; my thoughts should be on my 91-year-old mother, who had a stroke and for the last three and a half years has required round the clock medical care.
An E.R. That Treats You Like a V.I.P.
At 3 a.m. on a recent Sunday, Herb Wilson’s wife fell backward in the bathroom of their New York apartment and hit her head. It was not her first fall. She has Parkinson’s disease and has fallen many times, causing him worry.
What It Was Like to Finally Write My Will
Preparing for an eventual demise by drawing up a will — is a good idea.
A will smooths the way for your heirs to inherit whatever you’re going to give them, saving time and money.
Wills can also help you avoid tax pitfalls and feuding heirs
Life After Your Death? Here’s Why You Should Have a Trust
Everyone needs a will, but, increasingly, estate planners say people also could benefit from setting up a trust while they are alive. That step would help assure that their assets are distributed more quickly, their bills paid promptly and continuously and personal information about property and other assets be kept out of the public eye.
Multi-Faceted Planning Essential For Client Financial Success by Joseph E. Godfrey III, MBA, CLU, AEP and Martin M. Shenkman, CPA, MBA, JD
Planning for the future today is very different from when our parents' generation looked at retirement. My co-authored article Multi-Faceted Planning Essential For Client Financial Success¯ was published by CCH in November 2017. The Questions to Evaluate¯ on the last two pages offer points to ponder as we move through life and have responsibilities and ties to various people and organizations over time.