Archive for December 2020
Finding the Silver Lining as we say Goodbye 2020… and Hello 2021!
We know we are all anxious to put 2020 behind us and usher in a New Year. While we’re sure we can all easily come up with a long list of things and events that we missed out on and many families have been intimately affected by COVID, we will reflect on some of the…
Read MoreOpen Conversations: Give the “Gift of Peace” to Your Family
Having an open conversation with your family about the kind of end of life care and medical intervention that you want is the best holiday gift you can give. A Happy and Healthy Family Until… Cathy and Mark are loving and close siblings who live in different cities with their own families. Their 80-year-old parents,…
Read MoreDying Without A Will Can Cause Big Problems
Wills: The Gift of Preparing
Jane is a 75-year-old widow living her very best life. After losing her husband to cancer, she vowed to her son that she wouldn’t become a “bitter old widdy woman”. At a recent small family dinner, Jane’s son Russell, asked her about her Will. Jane proudly removed her Will from her fireproof safe and confidently…
Read MorePlanning for 2021: A Little Different This Year
WOW! What a year 2020 has been! Well, I think we can all agree that 2020 has been a year unlike any in recent memories. We will all be happy to sing Auld Lang Syne and toast to a new year at midnight on Dec. 31. For many of us, planning for 2021 will look…
Read MoreElder Financial Abuse – Protect Yourself and Your Loved Ones
The United States Department of Justice defines Elder Financial Exploitation this way, “a person commits financial exploitation of an elderly person or a person with a disability when he or she stands in a position of trust or confidence with the elderly person or a person with a disability and he or she knowingly and…
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