Wills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t already know we are all mortal, but within our current reality, that mortality becomes all the more real. […]
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It’s an unfortunate fact that predators emerge during times of crisis to take advantage of people. That means the COVID-19 pandemic can leave your elderly parents vulnerable in more ways than one. But even when things go back to normal, this chronic problem of financial exploitation will still be a risk. We see it happen […]
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If you or your parents have a retirement account, (or any investment accounts for that matter) now is a perfect time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker, which is fine, I don’t believe you should ever allow your investments to be […]
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With all the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big trap for the unwary and end up leaving […]
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Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those in the “senior” category, but for all of us, no matter our age. We are facing the reality of our mortality, and many of us […]
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It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yourself. […]
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Getting Legal Documents Signed During COVID — Another Reason to Not Go It Alone
Common Mistakes, Education, Estate Planning, Estate Planning Blog, Power of Attorney, Trusts, WillsWills, trusts, health care directives, powers of attorney, and legal guardian nominations are on many of our hearts and minds as COVID-19 compels us to face our own fragility and mortality. It’s not as if we didn’t already know we are all mortal, but within our current reality, that mortality becomes all the more real. […]
Protecting Your Elderly Parents from Undue Influence During Covid and Beyond
Asset Protection, Education, Elderly, End of Life, Estate Planning, Estate Planning Blog, Family, ParentsIt’s an unfortunate fact that predators emerge during times of crisis to take advantage of people. That means the COVID-19 pandemic can leave your elderly parents vulnerable in more ways than one. But even when things go back to normal, this chronic problem of financial exploitation will still be a risk. We see it happen […]
Should You (or Your Parents) Be in the Stock Market Now?
Beneficiaries, Education, Elderly, End of Life, Estate Planning, Estate Planning Blog, Family, RetirementIf you or your parents have a retirement account, (or any investment accounts for that matter) now is a perfect time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker, which is fine, I don’t believe you should ever allow your investments to be […]
Online Wills? When You Should and When You Shouldn’t
Asset Protection, Beneficiaries, Common Mistakes, Education, End of Life, Estate Planning, Estate Planning Blog, Probate, Wills, Wills vs. TrustsWith all the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pitfalls. Online estate planning could be a big trap for the unwary and end up leaving […]
Doing the Right Thing for the People You Love During the COVID-19 Pandemic
Digital Estate Planning, Education, Estate Planning, Estate Planning Blog, Family, Healthcare, Kids Protection Planning, Legacy PlanningRight now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those in the “senior” category, but for all of us, no matter our age. We are facing the reality of our mortality, and many of us […]
How To Get Access to Your COVID Stimulus Money
Education, Estate Planning, Estate Planning Blog, Financial Caregivers, Legacy Planning, News, UncategorizedIt’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yourself. […]