by Christine | Dec 7, 2012 | Estate Planning, Inheritance, Religion |
Some planners caution that being too restrictive in an estate plan in an effort to pass on religious values—say, disinheriting children who marry outside the faith—can create divisions within a family and spark extended, costly legal battles, all while failing to have...
by Christine | Dec 6, 2012 | Charitable Giving, Philanthropy |
Eli Broad applies three key questions to the “philanthropic investments” he makes: “Would it happen anyway? If it’s going to happen anyway, we don’t make the investment,” he says in a video clip. “Two, will it make a difference 20 or 30 years from now? And lastly, is...
by Christine | Dec 5, 2012 | Financial Planning, Lottery Winner |
“If you've never had the comfort of financial security before, if you were really eking out a living from paycheck to paycheck, if you've never managed money before, it can be really confusing. There's this false belief that no matter what you do,...
by Christine | Dec 4, 2012 | Cost, Long Term Care |
People who identify the specific services their loved ones need, haggle aggressively on price and explore alternative-care options can save money—or at least get more care for the money they do spend, experts say. It’s no secret that people are living longer due to...
by Christine | Dec 3, 2012 | Estate Planning, Parents, Retirement |
Adult children and their parents recognize the need to talk about inheritance, eldercare and retirement planning issues, but nearly one in two adult children do not feel like they’ve had sufficient conversations with their parents about these issues … Discussing...
