Important Masterclass
How to Pay for Care without Going Bankrupt

What is a Pour-Over Will?

Pour Over Will works together with a Living Trust

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

Can I Safely Age in Place?

Happy Senior couple holding a model of a house - aging in place.

As with anything in life, our individual preferences and circumstances will vary. Some may want to ‘age in place,’ while others may need to consider other housing options.

Is There Financial Assistance for Dementia?

Happy older Couple planning for 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.

How is Congress Trying to Protect Seniors from AI Scams?

Man on the phone with his credit card may be a victim of financial fraud.

Generative artificial intelligence systems are already making it easier for scammers to con elderly Americans out of their money, and several senators are asking the Biden administration to step in and protect people from this quickly emerging threat.

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