It’s New Year’s Eve. Have you made your New Year’s resolutions for 2018? If you have, you are with the majority of respondents of a recent YouGuv online survey. The top four resolutions for 2018 were to eat better, exercise …
Should You Consider Long-Term Care Insurance?
According to an AARP survey, 43% of 65 year old persons will spend time in a nursing home. Of those, 55% will spend more than one year in a nursing home and 21% will stay more than five years. And …
My Beneficiary/Joint Owner Will Handle Things. Not!
“I’ll just name my sister or brother as beneficiary of all my accounts; they will know what to do to take care of my minor children when I am gone.” Or “I will name just one of the kids as …
Be aware of the Holiday Blues
It’s such a fun time of the year. Right? We are in the midst of the holiday season. For many people, it is time for the holiday party hop. In addition to family and friends, most organizations and employers are …
Your Estate Planning Documents When You Move
This past week, I was asked by a former Missouri resident now living in Michigan if her will and powers of attorney drafted in Missouri are good in Michigan. Without having reviewed the documents, I had to say it depends. …