Click on the photos or headlines below to read the articles

3

Why Won’t Your Trust Protect ‘You’
13 Mistakes to Look For in Your Living Trust


4

The 85/15 Rule for Healthy Eating
Following a common sense eating plan 85% of the time


5

In Pets They Trust
Estate planning includes provisions for pet care


6

Charity Spotlight: Rady Children’s Hospital of San Diego
Rated 4 Stars for It's Efficiency in Fundraising


7

World's Top Ten Best Cruise Lines
A fantastic overview of the features that set the best apart

1

The Journey for the Later Years II

This is Part II of a series that informs about the realities of living old in this country - a country where families may be spread out over thousands of miles, where healthcare might be administered in one’s own home or elsewhere by strangers, where costs of healthcare and home aides keep rising at an alarming rate.

Part I told the story of Mike Moser whose father, a highly regarded orthopedic surgeon, began to experience memory loss. When told by Moser and his siblings that he needed to retire from his medical practice, their father became defiant and angry.
Moser made certain that his parents had long-term health insurance, a welcome safeguard that would prevent the family from having to make difficult decisions regarding the selling or redistribution of investments, and a means that would make sure the healthy spouse would have enough money for day-to-day living. But as it turned out, they never had to use it... Read more...

2How Much Damage Can an

Incompentent Trustee Do

“If you mentioned ‘liquid assets’ to Betty, she would probably think you wanted something from her wine cabinet.”

That is how Alan describes the former trustee of his grandfather’s estate.  “We all knew Aunt Betty was a dingbat, but we never expected this kind of financial disaster.” Read more...


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April 2008 — Volume 1 : Issue 2