Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. But sometimes seeing your loved ones aging or seeing how you’ve aged yourself…
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How to Pass Down Your Family Wealth Legacy During The Holidays
As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than the money you’ll leave behind, but also includes your values, insights, stories, and experience. And, while those things are being passed on happenstance on the daily, we know that intentionally creating…
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FAQs About Long-Term Care Insurance
Our nation’s population is aging at a faster rate than ever before, and collectively we are living much longer than in the past. In fact, by 2034, seniors (age 65 and older) will outnumber children under age 18 for the first time in U.S. history, according to Census Bureau projections. With the booming elderly population,…
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The Perfect Father’s Day Gift for Every Father
When you are a kid, finding a suitable gift for Father’s Day can be a struggle. You want to get Dad something he’ll enjoy, but few young people can afford a new set of golf clubs or a shiny new grill, so you end up settling once again for the standard necktie and socks. And…
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Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and not-at-all funny dangers of the legal (and sometimes corrupt) guardianship system. While the film’s twisting plot may seem far fetched, it sheds light on a tragic phenomenon—the abuse of seniors at the hands of crooked…
Read More Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship – Part 1
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real life and not-at-all funny dangers of the legal (and sometimes corrupt) guardianship system. While the film’s twisting plot may seem far fetched, it sheds light on a tragic phenomenon—the abuse of seniors at the hands of crooked…
Read More 7 Ways To Save Big Money On Your 2020 Taxes—Part 2
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a tax break, the IRS recently announced that the deadline for filing your 2020 federal income…
Read More 7 Ways To Save Big Money On Your 2020 Taxes—Part 1
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income taxes this spring. First up, although it’s technically not a tax break, the IRS announced this week that the deadline for filing your 2020 federal…
Read More 5 Tips For Keeping Kids Connected With Grandparents During the Pandemic
While the quarantines, shutdowns, and social distancing measures related to the pandemic have been difficult for everyone, the elderly have been particularly hard hit. Since seniors face the most health risks from COVID-19, most of them have been careful to avoid close contact with their family members, and this has left many grandparents unable to…
Read More What You Should Know About Long-Term Care Insurance
With people living longer than ever before, more and more seniors require long-term healthcare services in nursing homes and assisted living facilities. However, such care is extremely expensive, especially when it’s needed for extended periods of time. Traditional healthcare insurance doesn’t cover such services, and though Medicare does pay for some long-term care, it’s quite…
Read More Planning for Seniors
Savvy Year-End Tax Moves for Retirement Plan Owners
Even though the elections are over, no one knows what Congress will do by the end of the year when it comes to taxes so retirees are advised to look at strategies to cut their tax bills now rather than…
Retirement Planning Guidelines for Every Age
You’re never too young or too old to save for retirement; here are some guidelines by age group: Under 25: If you graduated from college with debt, you are certainly not alone – the average debt burden is currently $26,500…
How to Protect Elderly Parents From Financial Abuse
According to a recent study by the Investor Protection Trust and Investor Protection Institute, the top three ways that the elderly could be financially exploited are: Theft of funds or property by family members Theft of funds or property by…
What a Will Won’t Do
There are a number of essential things a last will and testament can do for you, such as distribute family heirlooms and name a guardian for minor children, but there are some equally important things a will won’t do: Diminish…
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