Question: How can better planning help prevent elder financial abuse? Response: Elder financial abuse usually comes from two sources: scams or trusted people, whether family
Question: My wife and I have a home with joint tenants with right of survivorship with my elderly mom. We have been taking care of
Question: What are the top preventive measures that every solo ager (or solo agers to-be) should implement to avoid becoming victims of elder abuse? Response:
Question: Can FDIC protection for certificates of deposit be purchased by a married couple (with four adult children) to cover $2 million? Response: Yes. This,
Question: I read your article on family protection trusts and have several questions regarding such. When creating a revocable trust for my wife and I,
Question: I am a non-US citizen and I am thinking about creating an irrevocable foreign trust to hold money received from an inheritance. The trust
Question: First of all, I love your new book! Lots of valuable info. Anyways, my wife and I live in Massachusetts and set up a
Question: What should grandparents think about in terms of planning for their grandchildren? Response: Most grandparents do not plan specifically for their grandchildren. They provide
Question: We are in a half-century long loving and trusting (but not legally joined) partnership and are finding our end of life planning especially challenging.
Question: I have a 20-year-old daughter who goes through money pretty quickly. I have decided I can’t lay $1-1.5 million on her at age 21-23.
