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 […]
Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
Resolve to Do Your Estate Planning in 2025
Creating or reviewing an estate plan is something that many people know they should do but often put off. It’s natural to say things like: “I’ll take care of it later,” or “I don’t have enough money to have an estate plan.” However, life and circumstances happen that may be out of your control. Every adult needs…
Money Tips for the New Year
If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.
Is Your Student Off to College? Make Sure These Legal Documents are Available
Ensure your college-bound child’s safety and peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
Estate Planning for Blended Families
Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Celebrity Estate Planning Mistakes to Avoid
If you follow celebrity news, you can’t help but get a little education about estate planning—you could fill a whole textbook with their cautionary tales.
How Can I Conduct a Family Meeting about Family Wealth Planning?
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
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.
Can Unequal Inheritances Be Fair?
The important thing to acknowledge is that the emotions behind the reasons are not trivial, but are important and should not be dismissed or minimized.
