Get a prenup! Get a will! You’ve been warned.
Sally, now 82, has been with Fred, now 83, for 10 years. They married last year against the advice of her children, her minister, the neighbors, and every human within a 5-mile radius. Fred, something of a seedy character who … Continue Reading
Not long ago, I was discussing health care advance directives with a client. When we began discussing health care powers of attorney she asked: “Is that the one where the person you’ve named can pull the plug?” I responded: “Well, they don’t really pull any plugs, but yes.” She … Continue Reading
You’ve worked hard your whole life to get to where you are now. However, earning an income is just half the battle—how can you protect and hold onto your hard-earned assets during your retirement years? How can you protect your legacy and ensure your loved ones receive the … Continue Reading
As we age, we face several challenges and uncertainties. Whether we are coping with age-related health conditions, making decisions about our finances, or thinking about the legacy we’d like to leave behind, it’s natural to feel overwhelmed at times by these weighty matters. … Continue Reading
The annuity guy dropped off the proposal and it has occurred to you that you don’t really know what an annuity is. Or you left my office, and I suggested that a Medicaid Compliant annuity (we'll get to those later -- see below) might be a good strategy.
And you still don’t … Continue Reading