A Mother’s Day Legal Planning Guide
Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us find ourselves navigating unfamiliar territory: future care, legal paperwork, long-term care expenses and awkward but necessary conversations about estate planning. But planning for the future doesn’t have to be grim […]
Mothers Need More Than Flowers
Women were already more likely to experience the stressors of “sandwich generation” caregiving – providing assistance to a parent, while raising children. Women are more likely than men to withdraw partially or fully from the workforce when caregiving demands are high – negatively impacting their career advancement and retirement savings.
Make Life Easier for Heirs: Get Your Estate Organized
It’s easy to put off doing many of these things. However, get them done, and your heirs will be thankful you did.
What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
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.
