Tag Archives: resources

Financial Considerations for Remarrying Later in Life

What are the financial issues that come with remarrying later in life? I’ve been seeing a wonderful man for two years, and we’ve been talking about marriage, but I want to make sure we understand all the possible financial consequences before getting hitched.

That’s a great question. Getting remarried later in life can actually bring about a host of financial and legal issues that are much different and more complicated than they are for younger couples just starting out. Here are some common problem areas you need to think about, as well as some tips and resources that can help. 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

Wills – Good and Bad

Published November 2, 2012
United Methodist Foundation for the Tennessee and Memphis Conferences

Where is the Missing Will?

More than 40 wills were submitted to the probate court, with a multitude of potential heirs each claiming to be the true recipient of a wealthy business owner who passed away in 1976. With a $2.5 billion estate at stake, there was an intense interest in the decision of the court.

After extensive review of the 40 documents, the court finally determined that none of the 40 wills were valid. Because there was no valid will, the court divided the $2.5 billion estate among 22 relatives. Court costs, attorney costs, and estate taxes were enormous, but the 22 heirs still each received millions of dollars.

 Why is a Will Important?

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