How to Protect Yourself from Online Fraud

May 22, 2024

Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.

Safeguarding the Elderly Against Financial Exploitation

May 7, 2024

Cognitive decline, particularly associated with conditions like Alzheimer’s disease, poses significant risks for financial exploitation. This post explores practical estate planning strategies to protect vulnerable individuals when signs of dementia are noticed.

How Do I Exit a Timeshare When the Owner Passes Away?

April 3, 2024

You may hear commercials for companies that say they can get you released from a timeshare purchase and lease agreements. If your parent passes away intestate (without a will) and owned a timeshare, you may not want it.

How Can A Teen’s $250,000 Inheritance Vanish?

March 26, 2024

Learn from a teen’s loss of a $250K inheritance and discover how inheritance trusts can protect and guide your family’s future financial decisions.

Medicaid Planning and Estate Planning?

February 29, 2024

Understanding the differences between Medicaid planning and estate planning is crucial for anyone looking to secure their financial future and ensure that their healthcare needs are met in their later years. While each serves distinct purposes, they are often interconnected, requiring careful coordination to achieve your overall planning objectives. Learn more about how you can protect your assets, ensure access to necessary care and leave a legacy for your loved ones.

When Should You Share Your Estate Plan?

February 22, 2024

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

How Does an Executor Manage Assets

January 22, 2024

The loss of a loved one is a difficult time, often compounded by the necessity of addressing estate settlement and the liquidation of assets.

Lisa Marie Presley’s Creditor Claim

January 3, 2024

Lisa Marie Presley’s estate—previously at the center of a high-profile family dispute between actor Riley Keough and her grandmother Priscilla Presley—is the subject of another legal filing, this time over an alleged unpaid loan of $3.8 million. Keough became the sole trustee of her late mother’s estate less than two months ago.

Social Security Scammers Embracing Artificial Intelligence

November 13, 2023

AI-driven fraud is on the rise, and that includes Social Security scams. Thieves are using artificial intelligence to get personal information that can be used to access benefits.

What Should You Know about Annuities?

November 1, 2023

While they may be enjoying a new surge of popularity, the concept of annuities dates back to early Rome, when citizens would make a lump-sum payment to a contract called an annua in exchange for income payments received once a year for the rest of their lives.

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