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Will Your Children be Required to Pay for Your Long-Term Care?
The cost of not planning for your long-term care could affect others. Your estate or children might be required to pay for your long-term care. Some little-used laws make this situation possible. Use of these laws increased the last few years, and they are likely to be used more in the future. Either the government or […]
How Will the Election Affect Your Investments?
Next week I’m going to be traveling to the MoneyShow San Francisco, so I probably won’t send an email report or post a Bob’s Journal. Now that all the political parties have selected their nominees for president and vice president, we’re starting to see financial publications and websites speculating about what will happen to the […]
Checklist: Wills and Estate Planning Update
If there has been a change in any one or more of the factors listed since the last review of your estate plan, then it is time to get in touch with your estate planner and update the plan. The marital status of you or any of your family members The birth or adoption of […]
Will the Stock Market Reverse Again?
Stock indexes opened 2016 with a steep decline. They reached a bottom on February 11 and rapidly retraced much of their start-of-the-year losses. What’s next. This statistics blog argues that another rapid decline is likely the next move. Take a look at his data and arguments, and see if you agree. In the 25 trading […]
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Will Smart Beta Investing Crash?
Smart beta is an investment strategy that’s become very popular in recent years. It’s a twist on index investing. The investor starts with an index but tweaks the stock allocations so that they are weighted by something other than capitalization. There are many variants of smart beta, and it is estimated that one out of […]
Being Sure Your Will Does What You Want for your Estate Planning
As we roll into the last months of the year, many people take time to update their financial estate planning and put their financial houses in order. Revising or writing a will is an important part of the Estate Planning process. A will can decide who receives your property, on what terms they receive it, […]
Avoid Unintentionally Disinheriting Your Spouse in your Wills and Trusts
Many people don’t realize it, but their wills leave nothing outright to their spouse. Before the current high federal exempt amount was established, a standard will stated that a portion of the estate equal to the federal exempt amount was left in a bypass trust or other trust that benefitted the surviving spouse for life […]
Will Your Children be Required to Pay for Your Long-Term Care?
Many Americans worry that long-term care expenses will deplete their estates and cause them to run out of money. People also should worry that their children and estates might be required to pay for their long-term care, even after they are gone. That’s the trend in both federal and state law. A 1993 federal law […]
