Make Estate Planning a Part of Your New Year’s Resolutions

It’s unbelievable, but 2019 is almost over. As we approach the new year, it’s time to start thinking about new year’s resolutions.  This year it’s time to make estate planning a part of your new year’s resolutions. Like most people, you’ve probably been putting off your estate planning. It can seem too confusing, too expensive,…

Read More

Keeping Your Parents Safe from Financial Exploitation

One major concern for vulnerable older adults is financial exploitation.  Almost daily, we hear stories of older adults being taken advantage of or falling for a financial scheme. Financial exploitation of older adults is pervasive, expensive, and difficult to detect.  As NPR reported,  “as we get older, we become more vulnerable to fraud in so…

Read More

How to Get Your Parents to Talk and Plan

Many adult children saw their parents last week for Thanksgiving. And many of those adult children had not seen their parents in months or even in almost a year. Work and family obligations paired with substantial distance makes it difficult for all of us to get together as often as we’d like. Did you see…

Read More