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Some Inheritances are Best Bestowed in Different but Equal Ways

Every parent wants to love and treat all their children the same, but when it comes to estate planning, not every child should be treated the same. In fact, insisting on treating all children [...]

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The Decision to Exercise Spousal Refusal Can Be Painful, But Often Necessary

Couples who are still married, even into their 70s or 80s are the lucky ones. They’ve made it through the hard times, the ups and downs of life, and still have their companion at their side. But [...]

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Talking to Your Parents About Retirement

Most people consider financial matters a private affair, and only talk about it with their spouse or their financial advisor; but when it comes to retirement and long-term care Americans just [...]

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Facebook Founders Use GRATs to Avoid Excessive Taxation; You Can Too

News sources recently revealed that Facebook founder Mark Zuckerberg—as well as other Facebook top brass—use Grantor Retained Annuity Trusts to protect their assets and investments from excessive [...]

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The Pros and Cons of Long-Term Care Insurance

Do you have long-term care insurance? SHOULD you have long-term care insurance? These are questions that currently plague many forty-, fifty-, and sixty-somethings, as well as some precocious [...]