Open Conversations: Give the “Gift of Peace” to Your Family

open conversations

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,…

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Wills: The Gift of Preparing

Gift of being prepared

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…

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Planning for 2021: A Little Different This Year

planning for 2021

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…

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Elder Financial Abuse – Protect Yourself and Your Loved Ones

elder financial abuse

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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