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Monthly Archives: October 2022

MemoryLoss

Memory Care And Your Estate Plan

By David Toback |

Perhaps you have a detailed plan about what you will do with your house in preparation for aging in place.  Now that your children are still living at home and you are working full time, you are concentrating on paying off the mortgage.  Once you have paid off the mortgage, you will concentrate on… Read More »

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ManThinking3

Can Life Insurance Pay For Assisted Living?

By David Toback |

Life insurance is a euphemism on the order of the Ministry of Peace in George Orwell’s novel Nineteen Eighty-Four.  Just as the Ministry of its Peace spends its entire budget preparing for and engaging in wars, life insurance only pays its beneficiaries when the policyholder dies.  A lot of people pay for a life… Read More »

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CashPayment

In Defense Of Cash Gifts

By David Toback |

If you are old enough to think about retirement and about your estate plan, then you are old enough to know that you cannot solve all your children’s problems and that money cannot solve all problems.  You are probably also painfully aware of how many obstacles stand between your children and the standard of… Read More »

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Paths

Estate Planning Is Both Easier And More Difficult Than You Think

By David Toback |

Some people say that the hardest part of estate planning is admitting to yourself that you are mortal.  While this may be an obstacle that leads many younger folks to get started on their estate plans, the truth is that simply saying out loud or typing in a Word document a statement to the… Read More »

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