Important Masterclass
How to Pay for Care without Going Bankrupt

What are Biggest Financial Blunders Folks make after 50?

financial blunders after 50

Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.

Can a Dementia Patient Sign Legal Documents?

Papers listing various dementia diagnoses and symptoms.

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.

How Safe Are Your Aging Parents?

Three generations family - Estate Planning for Aging Parents

As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.

It Is Important to Update Your Estate Plan

Multigenerational Family on a couch. Grandparents may need assisted living.

Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

Are There Less Restrictive Alternatives to Guardianship

Man with dementia may need less restrictive alternative to guardianship

Although laws vary from state to state, every state requires that less restrictive alternatives be considered before invoking a guardianship. These might include such vehicles as limited guardianships, powers of attorney or assisted decision-making agreements.

Can You Gift Money on Your Deathbed?

Estate Taxes - Deathbed gift

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

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