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Finances is one of those topics that many families avoid talking about. The stigma around talking about money can leave many wondering what to do as our parents get older. But financial experts agree that waiting to talk about finances with your aging parent is a mistake, especially Continue reading
The Economic Growth, Regulatory Relief, and Consumer Protection Act was signed into law on May 24, 2018. There are a few important factors of the Act to keep in mind:
George and Ginny had a great marriage, with an extended family to whom they wanted to leave everything when they passed. Unfortunately, Ginny was then diagnosed with cancer. She began to worry: What could happen if she died before George did, and George remarried? Or vice versa? Continue reading
A letter of instruction can be a beneficial piece in estate planning. It is an informal document that will give your loved ones important information about personal and financial matters after your death. Letters of instruction are not legally binding and do not replace your need Continue reading
There are demographic and cultural shifts occurring in the United States. The baby boomer generation continues to “gray” the country and is changing the way individual states set budgets and health care policies. More attention will be paid to the needs of the post age 50 generation(s). Continue reading
Your 3-Step Guide to Creating an Informed Estate Plan
Are you concerned about any of your adult children? Estate planning can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is Continue reading
In October 2017, President Trump signed into law the Elder Abuse Prevention and Prosecution Act. This bill was designed to combat the growing epidemic of the elderly being taken advantage of financially and abused physically. A study conducted by the National Council on Aging indicates Continue reading