Category Archives: Estate Planning

Personal Tech Products Designed for Older Adults

Can you recommend any tablets, smartphones or computers that are specifically designed for older adults? I would like to buy a device for my technology-challenged grandmother so she can get online and keep up with her grandkids better, but it needs to be simplified so she can use it.

There are several new tech products on the market today that are designed specifically for older boomers and seniors that are unfamiliar or uncomfortable with technology. These devices come equipped with simplified software, big, vivid features, less clutter and better customer support packages, which makes them more appealing and much easier to use than mainstream devices. Here are several top senior-friendly options. Continue reading

Financial Planning

Atlanta CPA, E. Dennis Bridges, Answers Today’s Question about Family Finances

Question:  Help – we need to get on the right financial path before it is too late! My husband and I are in our early 60s and find ourselves wrestling with a host of financial issues, including elder care and estate planning as well as retirement planning. Can you provide us with some financial tips? Continue reading

Living Trust Choices

Published December 6, 2013 by The Foundation of the Tennessee and Memphis Conferences of the United Methodist Church

The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during life and in your estate. Let’s review some of the basic principles of the living trust. Continue reading

Wills – Perils of Probate

Published October 24, 2014 by The United Methodist Foundation of the Tennessee and Memphis Conferences

Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, “I am Business Owner’s heir” and submitted wills with themselves as beneficiaries. The court finally determined seven years later that none of the wills were valid and split the estate among 22 of the decedent’s cousins. The costs and fees to lawyers during administration of Business Owner’s estate were in the millions of dollars. Continue reading