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5 Tips to Help You Avoid Estate Planning Scams

To Do List with Estate Planning

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…

Texas Updates Alzheimer’s Plan

Three generations of women celebrate Mother's Day and discuss estate planning.

Alzheimer’s Disease and Related Dementias (ADRD) present significant challenges for individuals, families, and communities. To address these challenges, the State of Texas has developed its second in a series of Plans. The 2024 – 2028 Texas State Plan to Address Alzheimer’s Disease and Related Dementias (The Plan) outlines a comprehensive, multi-pronged approach to improving public education, risk reduction, care coordination, and support for those living with and affected by ADRD.

Single and Over 50? Estate Planning Is a Must

Middle aged woman planning after divorce.

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.

Older Singles Can Plan to Protect Themselves

Smiling older woman - solo ager

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.

Estate Planning is Vital for Solo Agers

Aging Solo

This is big concern for millions of older Americans who don’t have a spouse, children or other family they can depend on to watch out for their well-being.

Maintaining Independence as We Age

Advance Directives improve Independence

This is also the time to consider what plans are in place to ensure you can maintain your own independence in the coming years. This includes creating or updating your estate plan, to be sure it reflects your wishes for your future and your family’s future.

Best Home Modifications to Maintain Independence

Accessible Home Modifications

As they get older, many — even most — Americans prefer to remain in their own homes as long as they can, AKA “age in place.” However, to do that, many will need to make their residences safer and easier to navigate, by making home modifications.

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