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2

What Is a Trustee and When Might You Need One?

You’ve probably heard of trusts and trustees before – most likely in the context of a rich kid living off of their trust fund. However, trusts are not just legal tools for the wealthy. We’ve talked about trusts before, and if you want to delve a little deeper into that subject, you can read more […]

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Forget About The “Estate” And Just Do Planning

Estate Planning isn’t just for people with estates… I talk a lot about “estate planning,” whatever that means. It sounds like lawyer talk and often makes people’s eyes glaze over. Well, I want you to forget about the estate and just call it planning, because that’s all it is! It’s planning… • for getting older and making […]

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Would You Know How to Stop Elder Abuse?

World Elder Abuse Awareness Day was observed recently, and we shared some helpful information in our email newsletter. (Sign up for our educational newsletter here.) Elder abuse is a complex issue that can encompass physical and emotional abuse, neglect, and exploitation. It’s estimated that 5 million older Americans are victims every year. And while that […]

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Wills & Trusts: How to Get Started

Does the thought of creating a will or trust overwhelm you? Or how do you even know if you need a Will or a Trust?  Getting started creating a will or trust is easier than you think. This 1-hour workshop is designed to help you learn the basics about planning. Who should consider attending this […]