Recent Blog Posts

Estate planning is a vital aspect of ensuring that your assets are distributed according to your wishes, your loved ones are taken care of, and your legacy is preserved. In this complex process, selecting the right fiduciary is perhaps one of the most critical decisions you’ll make.   When creating a comprehensive estate plan, you will… Continued

Legal planning is akin to a compass guiding us through life’s uncertainties. Yet, many individuals view legal matters as a reactive pursuit, only seeking assistance when an issue arises. However, there is tremendous value in adopting a proactive approach through annual legal planning. In this article, we delve into the pivotal reasons why annual legal… Continued

The term “sandwich generation” refers to a growing demographic of individuals who find themselves squeezed between the responsibilities of caring for their aging parents and raising their own children. This dual caregiving role presents a unique set of challenges, both emotionally and financially. In this article, we will explore the complexities of being a part… Continued

If you are part of the sandwich generation, you know that it can be challenging to oversee your own family while also providing care, guidance, and direction to your aging parents.  Bringing up the topic of estate planning with your parents can be a sensitive and challenging conversation. However, it is a crucial one that… Continued

It’s National Alzheimer’s Awareness Month This issue of our newsletter is dedicated to all the people living with Alzheimer’s and other dementia related diseases. The AFA is challenging everyone to go Teal in November to show your support. This illness affects millions of people and the entire family can be impacted by physical, mental, healthcare, and legal challenges. We… Continued

The holiday season is a time of togetherness and reflection, making it an ideal opportunity to broach important topics like estate planning, wills, and creating a lasting legacy. These discussions not only ensure that your family’s financial future is secure but also foster understanding, strengthen bonds, and preserve cherished memories. In this article, we will… Continued

We don’t commonly associate seniors with technology but there are many great ways to use technology to make seniors lives easier.  Although learning how to use certain types of technology and electronic devices can be challenging, there are many useful apps that can help.  In this article, we explore some of the best apps for… Continued

Are you just now beginning to wonder how you will pay for long-term health care for a spouse whose health is declining? Is your estate in order or do you need to update your will or create a living trust? Is your elderly parent unable to make sound financial decisions, let alone care for themselves… Continued

Elder abuse comes in many shapes and forms, including physical and emotional abuse. The most common source of abuse comes from the older person’s own family members. This is also true of financial abuse. Family members, friends, hired help, and others are all typical perpetrators of elder financial abuse, which consists of fraud and theft.… Continued

When we age, we depend more on children, spouses, other family members, friends, and others in our communities to help us with various projects, chores, and problems. For older people that do not have a large network of family members and others who they can turn to, simple outings such as visiting a doctor, picking… Continued