Asset Protection Planning Strategies to Protect Seniors from Financial Scams

The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.
What Does it Mean to be Dementia Friendly?

“A Dementia-Friendly community is informed, safe, and respectful of individuals living with dementia, their families and caregivers, and provides supportive options that foster a good quality of life.” DFAmerica.org The Dementia Friendly Movement Dementia Friendly America envisions an America where individuals living with dementia and their care partners can live, engage, and thrive in the […]
The Rise of the “Club Sandwich Generation”: How Multigenerational Living is Reshaping American Families

Inflation, housing shortages, caregiving demands, and workplace burnout are transforming what “family” looks like in the United States. What was once called the sandwich generation—adults caring for both children and aging parents—has evolved into something far more complex. Today, many Americans find themselves part of the “Club Sandwich Generation,” supporting multiple generations and extended family, […]
Legal Planning for the Growing Caregiver Crisis

Care is collapsing in many communities, so families need documents, funding plans and clear roles before a crisis begins.
Planning for Children with Special Needs with ABLE Accounts and Special Needs Trusts

Families of children with autism face the dual challenge of saving for retirement, while also planning for their child’s long-term care.
Estate Planning for the Parkinson’s Community: A Step-by-Step Guide

Living with Parkinson’s disease (PD) brings unique challenges – not only in managing health, but also in planning for the future. Effective estate planning is not just about preserving wealth and reducing taxes; it’s about peace of mind, protecting your loved ones, and ensuring your wishes are carried out. For those impacted by Parkinson’s disease, […]
Does Mediterranean Diet Reduce Dementia Risk?

Following a well-balanced diet that’s rich in fruits and vegetables and low in sugar can have many benefits to your health, including reducing a person’s risk of dementia. However, a popular and well-recommended meal plan known as the Mediterranean diet may not lower the odds of developing dementia as previous research had suggested.
Does Healthy Lifestyle Have an Impact on Memory Decline?

Memory decline was slower for older adults who had a healthy lifestyle, even for people with high genetic risk for Alzheimer’s disease, data from a Chinese study showed.
Back to School Planning to Protect Your Kids

Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
Key Documents For Your College Kid

A critical item is often missing from back-to-school college checklists — and it could be far more valuable than anything else your student takes to school this fall: signed legal documents.