What are Signs of Identity Theft?

These red flags signal that your financial data or other personal information may have been breached.

Do Singles Need Estate Planning?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

Elder Financial Abuse is on the Rise

Do you suspect, or know, that somebody has been stealing from you? Maybe it’s items from your home? Or maybe it’s your money? Or perhaps you’re being pressured by someone to keep giving them cash. If so, you are not alone. It’s called elder abuse.

Power of Attorney Dos and Don’ts

We see recurring confusion about what it means to be appointed with authority over money in a Durable Power of Attorney (DPOA) for aging parents.

Should You Add Someone to Your Bank Account?

I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?

Do You Need an Estate Plan Check-up?

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.

Lessen Alzheimer’s Debilitating Impact on Financial Decision Making

If a person close to you has been diagnosed with Alzheimer’s disease, it may be time to address some serious financial questions.

Do I Need an Estate Plan If I’m Single?

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.