Preventing Elder Financial Abuse

January 31, 2022

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.

What Assets are in an Estate?

January 27, 2022

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Becoming a ‘Sudden’ Caregiver for a Senior?

January 13, 2022

While the sudden caregiver has no preparation, no warning signs or slow changing of circumstance, the long-term caregiver certainly experiences situations of crisis.

Avoid Password Problems After Death

January 12, 2022

Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.

How Do You Estate Plan for a Blended Family?

January 5, 2022

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.

Estate Planning During Divorce

December 8, 2021

At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Things to Know before Enrolling in Medicare?

November 24, 2021

Cleveland.com’s recent article entitled “6 things you should know about signing up for Medicare” gives us a few things you should know about Medicare: Who’s enrolled automatically? If you’re under the age of 65 and already receive Social Security benefits, you’ll be automatically enrolled in Original Medicare, which includes Medicare Part A (hospital insurance) and…

Can I Reduce Dementia Risk?

November 18, 2021

There are 6.2 million people living with Alzheimer’s disease in the U.S. alone, making it the fifth leading cause of death in the country. That’s roughly 1 in 9 people over age 65. That number is estimated to go up due to the COVID-19 pandemic. Unfortunately, these stats mean that many of us likely know someone with dementia or Alzheimer’s and may even have a family history of cognitive-related conditions.

What to Not Do With Your Estate Plan

November 9, 2021

If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.

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