How Dia de los Muertos Can Improve Your Estate Planning

What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]
National Estate Planning Awareness Week

National Estate Planning Awareness Week is a reminder to take control of your future by creating an estate plan that protects your family and assets.
Choose Wisely When Naming an Agent with a Power of Attorney

Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.
Strategies to Avoid Medicare Enrollment Errors

Medicare enrollment can be complex, with potential pitfalls like late penalties and coverage gaps.
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.
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 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.
Well-Played: Country Legend Toby Keith’s Legacy Protected for His Family

Learn how country legend Toby Keith protected his family’s future through careful estate planning and why starting early is crucial for everyone.
Texas Updates Alzheimer’s Plan

Alzheimer’s Disease and Related Dementias (ADRD) present significant challenges for individuals, families, and communities. To address these challenges, the State of Texas has developed its second in a series of Plans. The 2024 – 2028 Texas State Plan to Address Alzheimer’s Disease and Related Dementias (The Plan) outlines a comprehensive, multi-pronged approach to improving public education, risk reduction, care coordination, and support for those living with and affected by ADRD.