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  1. Blog
  2. 2019
  3. November

Posts in November, 2019

  • Laughing
    Nov 25 What Did a CA Couple’s Grandkids Say That Led to a $750-mil Donation?

    A substantial donation followed the events described by Stewart Resnick. He saw that, after some unusual winter weather in 2015, ...

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  • Doctor Talking to a Patient
    Nov 21 Managing an Aging Parent’s Financial and Legal Life

    As parents age, it becomes more important for their children or another trusted adult to start helping them with their finances ...

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  • Doctor Talking to a Patient
    Nov 15 ‘Aging in Place’ Presents Several Issues that Require Preparation

    If aging in place is your goal, then long-term planning needs to be considered, including how the house will function as you age, ...

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  • Discussing a Document
    Nov 15 Should I Move All My IRAs to a Roth?

    Medical expenses—often more a factor for retirees—can be taken as an itemized deduction, if you have taxable income to count it ...

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  • Discussing a Document
    Nov 12 What Documents Are Part of My Estate Planning “Must Have’s”?

    Many people think that having an estate plan just means drafting a will or a trust. However, there’s much more to include in your ...

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  • Discussing a Document
    Nov 08 Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?

    When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the state’s ...

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