We've all experienced economic shifts. The roller coaster that is the stock market, rising...
How Could A Recession Affect Your Family?
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Your Parents
How to Talk Money With Your Family Over The Holidays
The holidays are right around the corner, which means more time to gather with family and...
Flu Season Fundamentals: How to Keep Seniors Safe This Fall
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which...
Help Your Parents Avoid These New Financial Scams – Part 2
In part one of this series, I explored two popular scams that are targeting older adults this...
Help Your Parents Avoid These New Financial Scams – Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it...
Awakened Planning: How to Talk About Estate Planning at Your Family Reunion
July is National Family Reunion Month and the perfect time to reconnect with family from near and...
Capturing the Stories of Aging Loved Ones: The Power of Legacy Interviews
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our...
Obtaining A Power Of Attorney For Elderly Parents
Making important decisions for aging parents can be a challenging task, but power of attorney...
Will The Coming Wealth Transfer Be A Blessing Or A Curse For You?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy...
2022 Estate Planning Checkup: Is Your Estate Plan Up To Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary...
Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that...
Pass On Family Heirlooms/Keepsakes Without Causing A Family Feud
When creating an estate plan, people are often most concerned with passing on the “big things”...
Creating A Plan With Us Can Preserve Your Family’s Legacy
When you think about loved ones who’ve passed away, you probably don’t think very much—or even at...
Transferring Ownership Of Your Home To Your Child Is a Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring...
Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass...
FAQs About Long-Term Care Insurance
Our nation’s population is aging at a faster rate than ever before, and collectively we are living...
How Estate Planning Can Bring Blended Families Closer
Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the...
The Perfect Father’s Day Gift for Every Father
When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get...
Legal Gangsters: Netflix’s I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real...
4 Tips For Talking About Estate Planning With Family …
Over the Holidays. With COVID-19 still raging, your 2020 holiday season may not feature the big...