Monthly Archives: February 2025
The Commitment Phobe’s Guide To Trusts
You know you are old when you start making New Year’s resolutions, because it means that you are old enough to understand that, while not everything is within your control, your actions have an effect on your life satisfaction. The trouble with New Year’s resolutions is that they require commitment, and you are a… Read More »
How Creditor Proof Is Your Retirement Account?
In some ways, worrying about whether the money in your retirement account is enough to sustain you in retirement is a high class worry; if you have an employer-provided retirement account, you are in a better position than most. At minimum, you will get Social Security income when you retire, plus a modest distribution… Read More »
Can The Personal Representative Of An Estate Resign From The Role?
No one enjoys being the personal representative of a deceased person’s estate, with the possible exception of lawyers who choose to focus their practice on estate planning and probate cases. It is at least as much work as filing your taxes, and even if you get an inheritance at the end, this inheritance is… Read More »
The Risk Of Identity Theft Does Not End When You Die
If you are a caregiver for an elderly family member, you are always on your guard against financial abuse. You monitor your elderly family member’s transactions, and perhaps you even have a power of attorney. You get suspicious when a professional caregiver or anyone else seems overly interested in befriending your family member. Maybe… Read More »
