Older Investors Also Want to Know the Impact of Impact Investing

Contrary to popular belief, older investors have as much of an appetite for impact investing as their younger counterparts. Articulating social impact is not only about measuring an investment’s good in the near term but showing (particularly older) investors how their capital can leave its mark long after they’re gone. Fund managers who may be … Continue reading Older Investors Also Want to Know the Impact of Impact Investing

Life Insurance Options for the Terminally Ill

The emotional stress of dealing with one’s impending death due to a terminal illness like cancer, AIDS, etc., is further compounded by the customary increase in medical bills and a likely reduction in earning capacity. A person owning life insurance policies may have several options for reducing some of his or her financial concerns. Methods … Continue reading Life Insurance Options for the Terminally Ill

I’m Trustee For My Parents’ Trust – Now What?

So, your parents have a trust, and you’ve just found out that you are the trustee. Do you thank them or did they reward you with the booby prize? A trustee is held to a high standard of accountability and must act in accordance with an established standard of care as outlined below. To fail … Continue reading I’m Trustee For My Parents’ Trust – Now What?

The Case Files – Episode 1: “Fool me once, shame on you…”

Wealth and Honor is a website dedicated to helping families navigate the financial challenges of age transitions. The site now has a YouTube Channel to host "edutainment" videos featuring non-legal commentary on actual court cases involving will disputes, elder financial abuse, estate litigation, fiduciary liability, and other issues of aging, death, and wealth. Court transcripts … Continue reading The Case Files – Episode 1: “Fool me once, shame on you…”