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Reader emphasizes the importance of thorough estate planning
Reader comment: I read your recent article on wills and trusts. To add gilding to the lily, as my late father used to say, I wanted to add some thoughts to your column.
We had a trust set up and the preparer gave us a three-ring notebook with the trust docs, will, powers of attorney, etc. I scanned the documents and created a DVD for each of ...Read more
Senior considers selling home, living in a retirement community
Q: I am a senior citizen. I’m thinking ahead to a time where I might consider selling my house and moving into a retirement community.
Can you tell me what to look for in a retirement community? I have heard disturbing stories where the retirement community filed for Chapter 11 because they had financial difficulties. I’ve also heard that ...Read more