In the absence of a well-crafted estate plan, women can be affected more often and more directly than men. According to www.forbes.com, women live longer than men, on average, and tend to marry older spouses; this makes women three times more likely as men to be widowed at age 65. …
A bar owner who never attended college has left $200,000 to the alma mater of her best customers. Ida F. Meyer of Lake Placid, Fla., died March 22 at 103 years of age. “I might as well give it back to the College,” she told her attorney Michael A. Rider,…
We have recently learned about an exciting new service that we believe may help assist clients in bridging the gap between the circles of care, as we noted in yesterday's blog. Marcia Levetown, M.D. has recently formed HealthCare Communication Associates[1]. Her mission is to lessen the confusion, anxiety and risks…
Why is getting older so difficult? No one expects to be impaired or disabled — we are a hopeful species! Why is it so difficult to get comprehensive advice about effective aging strategies to better protect yourself and your loved ones? In many cases, because the answers do not live…
See where boating accidents, law enforcement intervention, firearms and other unexpected events caused deaths at abnormally high rates. Lesson? Get your estate planning in order; you never know when your time will come to an end. Death can be unexpected and some Houston families can be caught unprepared following a…
Fran had just learned that her deceased husband Ed’s life insurance proceeds were going to be paid to his ex-wife Sally. As Fran found out from her lawyer, beneficiary designations can be the trump card of estate planning. You heard that right. The ex-wife Sally will get the life insurance…
The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this bill is passed by the House and…
At some point, everyone needs to consider estate planning. It’s time to create an up-to-date estate plan when you experience one of these life events. Think estate planning isn’t for you? Think again! And it’s not just a one-time deal; changes in your life should result in changes to your…
Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Have you checked your list and you’re sure you’re ready to retire? You may have a few items to address before your golden…
Thus far, many people have attempted to establish a link – none have been successful. If no one claims the inheritance in 30 years, the money goes to the British crown. No will or other estate planning documents could be found for Kathleen Hilda Ryan, who passed away in Greenwhich,…