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.
Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
What are the Causes and Risk Factors of Parkinson’s Disease?

There are several known causes of Parkinson’s disease (PD). This condition is associated with decreased amounts of dopamine in a small area of the brain called the substantia nigra and in its projections to the basal ganglia (deep nuclei inside the brain).
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.
Avoid Errors with Special Needs Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.
Estate Planning Tips for Aging Solo

So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Elder Financial Abuse Can Be Prevented

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
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 […]