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.
Elder Law Essentials in Texas

Elder law is an aspect of estate planning focusing primarily on the needs of families and individuals as they age.
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.
Navigating Long-term Care Challenges: A Useful Guide for Women

Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
Elder Financial Abuse Can Be Prevented

Advice for adult children, so their parents in nursing homes and assisted living are safe from scammers.
Can Someone Living with Dementia Sign Legal Documents?

Families and their loved ones with dementia need to start advance care planning after receiving a diagnosis of dementia. Medical experts and attorneys can help your loved one to be involved in their care planning.
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 […]
Why Is Self-Care So Important for Caregivers?

According to the Alzheimer’s Association, 59% of Alzheimer’s caregivers and 41% of non-Alzheimer’s caregivers report their emotional stress as high or very high.
9 Tools to Make Home Caregiving Easier

Caregiving is hard, but don’t let your home make it harder.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.