New Law Makes it Easy to Report Elder Financial Abuse

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:

  • There is a section in the Act that was once a stand-alone bill from Sen. Susan Collins (R-Maine)– designed to encourage Continue reading

What to Include in a Letter of Instruction

Letter of Instruction

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

States Brace for Baby Boomer Retirement Age Challenges

Baby Boomer Social Security Card 1945-1964

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

Planning For The Financial Future Of A Troubled Adult Child

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

Help for Seniors Who Fall Victim to Abuse

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

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