Answer these 8 questions to find out where you stand with your estate planning.
Sometimes there’s confusion about what we really do around here. We ARE NOT financial advisors who sell financial products or invest money. Some of the things we do are: Use legal tools like wills, trusts, deeds and LLC’s to accomplish your goals and carry out your wishes. Coordinate your assets with your goals. Counsel and [...]
In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud: [...]
When you see an article in the paper about a senior being taken advantage of, it often involves a power of attorney. A power of attorney is a great legal tool that lets someone else help you pay your bills or manage finances and property. But, watch out! If you name the wrong person, you [...]
I once heard of someone asking her grandchildren to go around the house putting Post-it notes on the things they wanted after she was gone. Is it enough to put Post-it notes on things in your house to say who gets them after your death? I suppose it’s better than nothing, but there are definitely [...]
Long-term Care Planning is one of the biggest issues facing aging adults today. With experts projecting that nearly 60% of all individuals will need long-term care at some point in their life, the issue cannot be ignored. And yet, many surveys and statistics are showing that people are doing just that. Without proper planning, the [...]