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 Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
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 […]
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.
Medicaid Care Planning with an Elder Law Attorney
Learn how an elder care attorney can help you create a strategy to provide asset protection and access to long-term care with Medicaid planning.
Single and Over 50? Estate Planning Is a Must
The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.
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.
