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Frank R. Campbell
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“H.4116 An Act Relative to Alzheimer’s And Related Dementias in The Commonwealth” is now law in Massachusetts, following an August 15 ceremony. A ceremonial signing took place in Massachusetts Governor Baker’s office as community members, legislators and members of the administration gathered at the Alzheimer’s Association’s Waltham office, where the... Continue reading
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The big buzz about Aretha Franklin is the gold-plated casket, the Christian Louboutin patent leather shoes and the fact that she died without a will. The Queen of Soul’s four sons have filed a document that lists themselves as “interested parties” in her estate, according to an article from cbs.com... Continue reading
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Without the security of a spouse’s income, single parents must balance their children’s needs with their own retirement savings goals. Single parents who have to say no to their children over and over again, struggle with wanting to say yes when money is tight and there’s no room in the... Continue reading
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There are a few factors that go determine whether or not a surviving spouse has to pay back a debt. Don’t do anything, until you understand the entire picture. First, let’s make this clear: you don’t want your family to remember you as the person who left your surviving spouse... Continue reading
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Some believe that Meghan McCain and her siblings will follow their father’s legacy of service. Questions about the estate he left behind are mostly known, as his family’s holdings were revealed by the opposition when he ran for the presidency. The challenge about John McCain is less about his estate,... Continue reading
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If you’re counting on Medicare to cover all of your medical expenses after age 65, consider this your wake-up call. Understanding what Medicare does not pay for, will help you decide what coverage you need to buy. Most people sign up for Medicare three months before the month they turn... Continue reading
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The wishes of former Wham! singer George Michael are bring carried out, just a few months shy of the two-year anniversary of his death. Among the information being shared by Andros Georgiou, a cousin of George Michael, is that all of the organizations and individuals who were mentioned in the... Continue reading
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One of the reasons that people do estate planning, is to make sure that their assets go to the people they want. However, when things change, and estate plans aren’t updated, it doesn’t always work out. If you are like most people, most of your assets are in retirement accounts,... Continue reading
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Whether your estate plan documents are stored in the cloud or a filing cabinet, make sure to tell your family members, representatives and executors where you’ve placed these important documents. Chances are you spend a lot more time online with your digital assets than you think. With digital assets and... Continue reading
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The closer you get to retirement, the more enticing those Social Security benefits become. However, you should make an informed decision about when to take those benefits, so you don’t make a costly mistake. Yes, you’re eligible to start taking Social Security benefits when you turn 62. However, that doesn’t... Continue reading
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Also known as JTWROS, this is used often by couples and business partners as a means of owning each other’s assets. There are some good reasons to do this, but there are also some drawbacks. Used for bank accounts, real estate, personal property and even brokerage accounts, JTWROS gives owners... Continue reading
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Things are real laid back at Latitude Margaritaville, even for those who aren’t “Parrotheads”—the Hawaiian-shirt-wearing, tropical-cocktail-drinking Jimmy Buffet superfans. Singer-songwriter Jimmy Buffett is more than the inspiration and driving force behind an empire that includes resort hotels, products and a Broadway show. He’s also among the developers creating two active-adult... Continue reading
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If you’re feeling pressure on two generational sides—caring for aging parents and taking care of children—you’re a member of the Sandwich Generation. The term “sandwich generation” was added to Meriam Webster’s dictionary in 2006. However, twelve years later, the number of people it describes seems to be on the rise.... Continue reading
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If she decides to go that path, Bourdain’s estranged wife could exercise her right to her share of his estate. Part of Anthony Bourdain’s charm was his unflinching honesty, but he may not have liked just how public all of his financial information has become. Among the details—he wasn’t as... Continue reading
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Singles need to be more proactive about planning for long-term care and estate planning to protect themselves against some of the inevitable issues of aging. Not having a built-in support system of a spouse, children, in-laws, etc., can lead to challenges for singles as they age. About 35.4 million Americans... Continue reading
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Estate plans are as individual as the families that they are created for. Blended families need estate plans that address their own dynamics, including the resources and children that each spouse brings to the new family. Blended families who marry, when children are young, are different from those who marry... Continue reading
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Watching Anthony Bourdain travel the lesser known corners of the world and relish exotic foods and people was fascinating. However, that same approach does not work well, when it comes to more mundane matters, like estate planning. What Anthony Bourdain’s family could have used was a disaster plan, based on... Continue reading
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Without a will, decisions about your life, property and children will be made by someone who does not know you or your family. With a will, you have the ability to express your wishes. You need a will! Having a will is not just for wealthy folks, who need to... Continue reading
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Every couple’s situation is different, and there are pluses and minuses for gay couples considering whether or not to tie the knot. In June 2015, the U.S. Supreme Court ruled that same-sex couples had the right to marry. A 2017 Gallup poll, reported in a recent WTOP article, “Gay and... Continue reading
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Consider these twin concepts—opportunity cost and delayed retirement credits—before you decide when to start taking Social Security. By waiting until age 70, you’ll increase your monthly benefit, but at what cost? A recent article in Forbes, “Social Security Benefits: Getting Paid To Wait,” examines the dilemma. Money managers call it... Continue reading
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Consider these twin concepts—opportunity cost and delayed retirement credits—before you decide when to start taking Social Security. By waiting until age 70, you’ll increase your monthly benefit, but at what cost? A recent article in Forbes, “Social Security Benefits: Getting Paid To Wait,” examines the dilemma. Money managers call it... Continue reading
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Hit a spring pothole and you can lose a tire. But hit a pothole with your financial plan, and you may be in for a bigger problem than replacing a tire. Do you have an up-to-date roadmap to your retirement? Keeping your finances, investments and retirement plan on a smooth... Continue reading
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“New findings reveal 7 in 10 caregivers reduced their own living expenses to cover caregiving costs.” Americans are feeling more of a pinch in their finances and lifestyle, because of the need to care for an elderly relative or friend, according to a Northwestern Mutual study. Think Advisor’s article, “Americans... Continue reading
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With one filing papers to drop his claims and the other showing up after a hearing, it’s possible that both sons will be out of the picture, and only two will be left to battle it out in court. Showing up disheveled and frazzled and after the court hearing concluded... Continue reading