Who gets dad’s golf clubs? Holding on to or letting go of personal items
Lisa walked from room to room of her dad’s house. Books, jackets, fishing poles…it was like he still lived there. Lisa closed her eyes and imagined that when she opened them, she would see her father sitting in his favorite chair watching the History...
Lessons Larry King teaches us
Larry King lived a colorful life. He was married eight times to seven women. He and his most recent wife, Shawn, married in 1997 and had two sons. In 2015, the couple drew up a complete estate plan. In 2019, Larry filed for divorce, but the divorce was not final when...
Retiring into a pandemic
Coronavirus has recalibrated retirement planning for older workers. Age, health, and workplace conditions have pushed many seniors to put their well-being ahead of other considerations and retire early. But the pandemic has also added to the normal stress that comes...
Where are your bankers when you need them?
The financial services industry is notoriously risk-averse, especially with its own money. Until recently, as unemployment figures hit record lows and the stock market hit record highs, financial institutions were pushing new credit cards, high credit lines,...Read moreIn the past, if a parent had a lengthy hospitalization, and any financial intervention was needed, a trusted adult child could look in a filing cabinet. There they would find file folders with carefully marked tabs for each financial obligation and bank account.
But, the internet has changed all that. Today almost everyone has shifted to online banking and bill-paying.
