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The Roles and Responsibilities of Being a “Fiduciary”
Someday, you may be asked to be power of attorney for a family member or friend. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or incapacitated, and they would need a trusted person...
Seniors Under the New Biden Administration
The Biden Administration could bring significant changes to the current landscape for older Americans. Biden has outlined what he would like to accomplish for older Americans, and this article is intended to summarize some of those plans. Social Security benefits may...
The Coronavirus Pandemic and Elder Abuse
Elder abuse can manifest itself in many different ways and may present itself in older adults' lives concurrently. Sadly, elder abuse events are significantly underreported. The National Council on Aging reports that estimates range as high as five million older...
Preparing your Financial information
Organizing and preparing your financial information for when you are no longer capable will bring peace of mind to you today and relieve your loved ones' burden in the future. It will ensure proper management of your financial situation and afford control over your...
Wearable Medical Alert System
Imagine that your parent recently had a stroke and is returning home after a long stay in the hospital and in-patient rehabilitation. The care providers assure you that your parent will be fine returning home, but you still worry. How can you make sure your parent is...
Baby Boomers Changing the Way to Retirement
The baby boom generation is made up of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public. As they enter their...
Incorporating Family Values as Part as Inheritances
If parents wait too long to begin installing family values, properly addressing and legally formalizing inheritance of family values and assets can be challenging. Undoubtedly the best time to teach and empower your children as eventual inheritors of your family...
Concerns with Planning on your Own
A Common Questions we hear: “Can’t I just grab a will off the internet, do a transfer-on-death deed for my land, put my kids on my bank account, and be done with my estate plan?” It’s just not a good idea. For the plan to work as you would want it to, it should...
Healthy Aging and Strong Family Connections
The importance of family presence in a senior's life can not be overstated. Family creates a consistent social network and connection that directly impacts the senior's overall quality of life. Prioritizing family relationships provides continuity as a senior...
Households with Higher Incomes can Expect Changes with Bidens New Tax Reform
As the Biden Harris Administration is set to take office, noting the President-elect's tax plan is crucial for higher-income households to understand and likely make adjustments to their financial and legacy planning. Generally speaking, the sweeping changes to the...
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Phone: 256.486.3407
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