5 Tips to Help You Avoid Estate Planning Scams
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
How Older Adults Fight Isolation and Give Back to Their Communities
Volunteering and charitable giving are enriching and rewarding ways for older adults to stay connected, fight social isolation, and be engaged while making a difference in their communities.
What is North Texas Giving Day?
Every year, North Texas Giving Day brings the community together to create meaningful change. Held annually in September, this 18-hour online giving event offers a unique opportunity for individuals, businesses, and organizations to rally around local nonprofits.
What Are the True Costs of Living with Dementia?
Without proper planning, the individual with dementia and their family may struggle to cover the costs associated with their care and may face financial stress and uncertainty.
Medicaid Care Planning with an Elder Law Attorney
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
Medicare Advantage: Costs and Consequences
As over half of Medicare beneficiaries are now enrolled in Medicare Advantage (MA) plans, concerns are mounting over the increased financial burden these plans place on Medicare’s finances. Despite the higher costs, MA plans do not deliver better health outcomes or more affordable care for enrollees compared to Traditional Medicare.
Older Singles Can Plan to Protect Themselves
Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
Estate Planning is Vital for Solo Agers
This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.
How to Pass on Family Heirlooms with Fewer Estate Battles
There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Maintaining Independence as We Age
This is also the time to consider what plans are in place to ensure you can maintain your own independence in the coming years. This includes creating or updating your estate plan, to be sure it reflects your wishes for your future and your family’s future.
