September 2008

   
Challenges Involving Joint Assets, Wills and Trusts

What do you do when you discover financial exploitation in a way that is not as overt as theft? What do you do when your father with Alzheimer's or dementia has added his second wife's name to a bank account that was always meant for the family, or your mother changed her will or trust to omit you in favor of your brother or sister? Or even worse, what happens if a caregiver or "friend" ends up receiving everything and the family gets the short end of the stick? (Read the full article)


   
Ethical Wills - Bequeath Your Values Along with Your Valuables

You may have already drafted a Last Will and created an estate plan that transfers your worldly possessions. Your estate plan should not end there. What steps have you taken to ensure that you also pass on your values, ideas and beliefs? What wisdom and life lessons do you want to share with those you care about? Do you want to be remembered for your values rather than for the possessions you have left behind? (Read the full article)


   
New Data Added to Government's Hospital Compare Website that is Already Booming

The Website maintained by the Centers for Medicare & Medicaid Services to provide comparative hospital information for consumers - Medicare beneficiaries and their caregivers in particular - has been attracting over 2.5 million visitors per month, but it is certain to get a big boost this week with the additional of new information, including more information on death rates at each hospital. (Read the full article)


   
Interesting Reading: George Washington's Will Included Arbitration Clause

Arbitration has been used extensively throughout America's history to resolve issues such as the ownership of colonies, the ownership of particular pieces of territory, the recovery of money owed by one state to another, and all sorts of religious matters. In the specific context of wills, no less a personage than the father of our country, George Washington, included an arbitration clause in his will. (Read the full article)



You have it easily in your power to increase the sum total of this world's happiness now. How? By giving a few words of sincere appreciation to someone who is lonely or discouraged. Perhaps you will forget tomorrow the kind words you say today, but the recipient may cherish them over a lifetime.
- Dale Carnegie

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