Before you retire, one of the first things to ask yourself is if you should even move at all. If where you live now is affordable, close to family and friends, and provides access to the activities you enjoy, then staying in the community you are familiar with may be the best move. Another […]
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Botching a Will
The procrastinators may believe that they have too few assets, the process would be too costly, or they are too young to worry about dying. But everyone over 18 should have some estate plan, regardless of their estate’s value. The goals are to provide clarity, minimize probate, protect family unity, and avoid conflict. Despite […]
The Purple Onion…an ode to Tangible Personal Property
More than one estate has boiled down to a fight over tangible personal property. Sometimes even if it lacks monetary value, it holds tremendous emotional significance for the beneficiaries. Maybe they remember Mom wearing a string of fake pearls or the no-name watch that Dad wore with pride. Things become more heated; however, when tangible personal property has value. Passing it on to beneficiaries requires a plan both during life and after death.
Building Generational Wealth
The goal of generational wealth is to allow you to enjoy the fruits of your labor in your lifetime and to help your heirs reap benefits as well by enabling them to enjoy a financially secure lifestyle after you’re gone. Generational wealth can pave the way for enhanced educational and financial opportunities for your […]
Definition of Retirement Lies in the Eye of the Retiree
Retirement can be categorized by stages. Sociologist Robert S. Weiss looked through a prism of 100 retirees in the Boston area and identified three classifications and their limitations. These approaches may overlap or conflict, and they can be both subjective and objective. Financial independence The financial framework assumes retirees can count on their accumulated savings […]
The “Juice” and an Executor’s Duties
Certain individuals have a knack for making headlines. Orenthal James Simpson was one of those people. He first made headlines for his talent on the football field. Later, he made them as an actor and broadcaster. In 1994, he made headlines when he was arrested for the murder of his former wife, Nicole Brown Simpson, and her friend, Ronald Goldman. Orenthal James Simpson died on April 10, 2024, and with his death, his presumed Executor made headlines, perhaps for the last time for the “Juice.”
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