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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 […]


Medicaid FAQ

Using a government benefit such as Medicaid is a fairly common way to pay for long-term care. According to AARP, 65% of nursing home residents use Medicaid to pay for their care. Unfortunately, there is a lot of misinformation out there, which makes this very stressful time of life even harder for everyone involved. Here […]


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 […]


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 […]