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Risks of an Old Will
Do you have an old will? Does it need to be updated? Most changes any estate plan faces can be summed up by examining the “3 L’s”: Life – What has changed in your family, your health or your finances since your last will was created? Law – What legal or tax...
Is Your Loved One in a Nursing Home?
Is your spouse, parent, or sibling in a nursing home? Are you worried about running out of money? Have you been told it’s too late to protect assets? These are common concerns we hear when meeting with clients for the first time. Our advice is...
Is a Trust Right for Me? 10 Ways a Trust Can Protect You or Your Family
Imagine you’re on a cloud looking down after you’re gone. You see all of your loved ones, and you see all the stuff you worked so hard for (like maybe your beloved house). What is happening? Are the people left behind doing what you hoped they would? Are your assets...
Do I need an attorney to assist with probate?
After losing a loved one, many people ask the question, “Do I need to hire an attorney?”That depends — do you know what needs to be done? Are you having problems transferring assets? If everything is in joint tenancy – meaning the survivor becomes the...
Avoid Nursing Home Poverty
We know firsthand that one of the greatest concerns for seniors is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and savings can be...
7 Things Every Executor Needs to Know Before the Funeral
Being an executor is a big responsibility. One that requires great integrity and diligence. Many people will only experience this role once or twice in their life, and it can be a bit daunting. Here are 7 things for you to consider prior to the funeral: What were the...
Factors to Consider if You Want to Stay Home Longer as You Age
Most people want to stay in their homes as long as possible when they get older. Attorney David Edwards and Elder Care Advisor Melissa Coulter discuss factors that can help you stay at home as long as possible. There are five safety concerns you should be aware of as...
“You’re NOT the boss of me!!”
We all have control issues. When my son was 2-years-old we experienced our share of yelling, "NO!!" and throwing full tantrums on the floor. Toddlers are just beginning to understand how they can exert control on the world around them, which makes...
Granny We Need to Talk: Questions that Can Stop Elder Fraud in Its Tracks
In our past two posts we talked about how Elder Fraud is on the rise and the types of fraud to look out for. Here are 7 questions to ask your friends and loved ones that can raise red flags about the possibility that they are being set up as a target for Elder Fraud:...
Granny, Can I Borrow Your Flat Screen TV? Types of Elder Fraud to Watch Out For
In our last post we talked about how Elder Fraud is sadly on the rise. In this post we want to give you a heads up about specific types of fraud to look out for. Scams to watch out for from strangers: Fake prizes and sweepstakes Too good to be true investments...