Probate vs. Non-Probate Assets: What's the Difference?
A lot of people assume that their will dictates what happens to all of their assets, and that's not the case. Your plan can be disrupted if you don't understand the difference between probate and non-probate... »
Average 401(k) Balances--and What You Should Have
Do you ever wonder how the amount you're putting away in your 401(k) measures up to what others have stashed? Fidelity Investments, which holds 16.2 million 401(k) accounts, put out the average and median numbers, both overall and broken down into age groups. While knowing what other people are... »
The Best Medical Alert Systems for Caregivers
A full review of the top medical alert companies, plus a guide to choosing the best system, brought to you by the Staff Writers at Caring.com   According to the CDC, one out of every four older adults fall every year, and 20% of those falls are serious, resulting in a broken bone, head trauma... »
How to Write a Sympathy Note
Many people get caught up writing sympathy notes, thinking they need to say something profound and not coming up with anything. This often results in procrastination, which leads to not sending a sympathy note at all, which is one of the worst things you can do.  Amy Cunningham, who also... »
6 Tips for Wellness in the New Year
It’s 2019, and with a new year comes the age-old New Year’s resolution to lose weight. It’s why you may have noticed that your gym is unusually packed and you can’t get a spot in that yoga class. Don’t worry, it will ease up by February! I, too, have a... »
Can I Write My Own Will?
Many people write their own wills or purchase a last will and testament template on the web, but if the documents are not properly executed and witnessed, they may not hold up in... »
DAPT? SLAT? What’s THAT?
As CPAs, estate planners, and individuals alike gain a better understanding of the implications of last year’s changes to tax law, new strategies are forming to take advantage of current laws to protect assets. Here a couple of lesser-known trusts that can help you protect your estate from unnecessary... »
5 New Year’s Resolutions from a Trust & Estates Guru
Marty Shenkman, an estate planning attorney and author of 42 books and 1,200 articles on the subject, recently published an article in Forbes with his New Year’s Resolutions. It just goes to show, all professionals suffer from the cobbler’s children proverb, and there is always something to be checked... »
The Hard Talk: End-of-Life Arrangements for a Loved One
A special thanks to our guest blogger, Beverly Nelson. With more people becoming caregivers for aging family every day, Beverly aims to provide as many resources as possible to help caregivers access the support they need.  ____________________________________________________________________________________ We often find in this life the most important things are sometimes the... »
Ask an Attorney FAQ: Prepare for an Emergency. Get Access to Your College-Age Child's Healthcare Information
As published in Alison's monthly Ask An Attorney column in New York Parentingby Alison Arden Besunder, Esq.  Q: My 17-year-old daughter is off to college this fall, and will turn 18 in December. I want to make sure that I am the one to make decisions for her if something happens, and also to make... »
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