by Sara Yen | Oct 18, 2013 | Estate Planning
In the 1960s, they were the face of the future. In the 2030s, they’ll be the face of the largest senior population in U.S. history. Born roughly between 1946 and 1964, they’re the Baby Boomers. These days, millions of them are caring for an aging parent, whether...
by Sara Yen | Oct 17, 2013 | Estate Planning
The Bradys are a great example of the kind of planning needed for a blended family. Mike and Carol are in their second marriage, and each have children from their first (Greg, Marcia, Peter, Jan, Bobby, and Cindy). With blended families, the estate plan must address...
by Sara Yen | Oct 4, 2013 | Estate Planning
Simply defined, a trust is an agreement between two people — a grantor who donates funds to the trust and a trustee who manages those funds according to the grantor’s wishes, which are laid out in a trust document. The funds in the trust are typically used...
by Sara Yen | Sep 27, 2013 | Estate Planning
Families on television can also offer lessons about how to avoid problems through planning. Let’s next look to the classic American family, the Cleavers. We all know the cast of characters – Ward, June, Wally, The Beav. Ward and June are in their first (and...
by Sara Yen | Sep 16, 2013 | Estate Planning
Another Disney movie, The Aristocats, also involves poor estate planning. This time, it’s Edgar Balthazar, the butler, who is the villain. Madame Adelaide Bonfamille, a wealthy elderly woman, has no living relatives. She adores her cat Duchess and the little kittens....
