Focus on Estate Planning: Review Your Plan Regularly to Steer Clear of These Planning Pitfalls

The term “estate planning” means different things to different people at different stages of life. Estate planning should encompass an entire adult lifetime of saving, planning, preparing, and insuring, all with the goal of finishing life well and passing your legacy along to the next generation. Once in a while, then, it’s helpful to step … Read more

Your 2019 Legal Laundry List: Make This the Year You Accomplish These Ten Estate Planning Priorities

Most of us like lists. Some people make To Do lists and follow them scrupulously, while others make lists and then ignore them. Still, whatever kind of list-maker you are, there’s something about seeing those important tasks on paper or your computer or smart phone screen that focuses our thoughts and rearranges our priorities. Being … Read more

“Done Procrastinating” – How the Loss of a Loved One Looks and Feels for Those Left Behind

Here at AgingOptions we like to share articles that tell a familiar tale in an unconventional way. That was our reaction to this touching and poignant article from the Washington Post just last week. At first, we weren’t sure how applicable the message in the column, written by writer Emily Maloney, would be to AgingOptions … Read more

Keeping the Peace when You’re Resting in Peace: How to Ensure Your Estate Plan Doesn’t Set Off a Family Feud

What’s in your estate plan? At some point as you think ahead about the time after you’re gone, you’ll want to plan carefully how to allocate your assets and possessions to your loved ones. Like most people, you’ve probably envisioned a harmonious future scene in which your family and others closest to you are smiling … Read more

Becoming a Loved One’s Power of Attorney is a Big Responsibility. When Can You Say No?

One of the most important legal decisions an older adult can make is to designate someone close to them to act as power of attorney (POA) on their behalf. In choosing a POA, a senior is empowering another person to make both financial and – in many cases – medical decisions on their behalf. It’s … Read more

Breaking News: Soul Queen Aretha Franklin Passed Away Without a Will or Trust, According to CNN Report

On August 16, 2018, the world lost a great artist when “Soul Queen” Aretha Franklin passed away at age 76 from pancreatic cancer. For boomers and many others, Franklin was an absolute artistic icon. Since her death in Detroit, praises have been flooding in from around the world, extolling her as an example of true … Read more

Writing a Will, Keeping it Current, and Choosing the Right Executor – Important Steps Too Often Neglected

Everyone knows you need a will, yet even in this so-called enlightened age, a surprising number of Americans have never gotten around to preparing one. According to the LegalZoom website, “Approximately 55 percent of American adults do not have a will or other estate plan in place,” a number that has remained fairly constant for … Read more

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