Estate Planning
When Payable On Death Accounts Backfire
A look at recent legal challenges to “pay on death” accounts and advice on how to best coordinate their use with a comprehensive estate plan.
Four Smart Ways to Leave a Legacy
Forbes contributor Bart Astor, author of several books about the choices aging Americans and their children face, outlines four ways to leave a legacy beyond your last will and testament.
The Aging Mind and Money
Squared Away looks at the interplay between cognitive decline with aging and difficulty making financial decisions, but also points to research showing that declining cognitive abilities can be offset by knowledge gained through age and experience.
Estate Tax Portability – A New Paradigm For Estate Planning
Forbes contributor Lewis Saret explains estate tax portability, a provision of the American Tax Relief Act signed last January, and what it means for the surviving spouse.
Are We Underestimating How Much Help Aging Parents Need At Home?
Carolyn Rosenblatt of Agingparents.com takes a look at the hard numbers to paint a more realistic picture of the amount of care aging parents actually need.
After The DOMA Ruling, FAQs About The Rights Of Same-Sex Couples
Q&A about the implications of recent Supreme Court rulings on same-sex marriage by Seattle trusts and estates attorney Wendy S. Goffe.
Estate Plan Funding for Spouses
In the third of a three-part Forbes magazine series, practicing attorney Stephen Dunn outlines which assets should and should not be transferred to a revocable trust as part of prudent estate planning.
How To Hire (And When To Fire) A Caregiver
Kristine Kevorkian, an expert on aging and end-of-life care, discusses ways you can protect your loved ones when hiring an in-home caregiver. Includes links to numerous helpful articles from the Nextavenue web site.
Are Your Parents Prepared For Retirement?
Advice on how to start the conversation with your parents about planning for their retirement and end of life.
Top 10 Ways to Stop Elder Financial Scams
Ten key pieces of advice from the new Certified Financial Planner Board of Standards’ guide to financial self-defense for seniors.
