Joyful End-of-Life Planning

February 8, 2023

It isn’t just about wills and funerals—it is a reflection of your values, your goals for healthy aging, and the hopes and dreams you have for those you love.

Estate Planning Can Prevent Exploitation

October 17, 2022

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’

Preparing for a Health Crisis?

July 29, 2021

Some people think that, because their assets are jointly owned with a spouse or are in a trust, they do not need a Power of Attorney, or that if they become incapacitated, their spouse automatically has the authority to make medical decisions on their behalf.

Are Blood Type and Dementia related?

May 7, 2021

One study found that your blood type could raise your risk of developing dementia.

Does Smell Loss Indicate Dementia?

August 18, 2020

Seniors who can identify smells like roses, turpentine, paint-thinner, and lemons, and have retained their senses of hearing, vision, and touch, may have half the risk of developing dementia as their peers with marked sensory decline.

What Happens if a Power of Attorney Is Rejected?

August 13, 2020

The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.

When Should You Have “The Talk” with Your Kids?

June 11, 2020

An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, or just your desire for privacy, may make you hesitant to open up.

Alzheimer’s, Dementia, and other Brain Diseases Require Special Estate Planning

June 9, 2020

Covid-19 or Coronavirus has created health worries and fear for everyone. For those with underlying health issues, which include multiple sclerosis, Parkinson’s disease, Alzheimer’s disease, or other brain diseases, those concerns are even more pronounced.

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Incapacity Planning