Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
How to Pass Down Your Family Wealth Legacy During The Holidays
FAQs About Long-Term Care Insurance
The Perfect Father’s Day Gift for Every Father
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship – Part 1
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
5 Tips For Keeping Kids Connected With Grandparents During the Pandemic
What You Should Know About Long-Term Care Insurance
Planning for Seniors
How Will The Coming Wealth Transfer Affect Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth will pass from aging Baby Boomers to younger generations in the next few decades. In fact,…
Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 2
In the first part of this series, we discussed the dangers of reverse mortgages for senior homeowners. Here, we’ll look at how these complex loans can negatively impact your family and estate plan. For decades, reverse mortgages have been touted…
Seniors and Their Families Should Be Wary of Reverse Mortgages
If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie” Winkler, Robert Wagner, and former U.S. Senator Fred Thompson telling elderly homeowners how they can dramatically…
3 Warning Signs of a Financial Scam
Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is especially true in today’s all-digital world, where practically every shred of data related to…
Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam
Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun. She says…
Use Estate Planning to Ensure Your Family Isn’t Stuck Paying For Your Funeral
With the cost of a funeral averaging $7,000 and steadily increasing each year, every estate plan should include enough money to cover this final expense. Yet it isn’t enough to simply set aside money in your will. Your family won’t…
Dementia and Guns: A Tragedy Waiting to Happen
It’s common for families of those with Alzheimer’s and other forms of dementia to realize that at some point, their loved one shouldn’t be allowed to drive. But fewer people are aware they should exercise the same level of caution…
3 Deadly Sins of Retirement Planning
Retirement planning is one of life’s most important financial goals. Indeed, funding retirement is one of the primary reasons many people put money aside in the first place. Yet many of us put more effort into planning for our vacations…
To Live a Happier life, Start Thinking About Death Now
Want to know a proven way to live a more fulfilling life? All you have to do is fully accept the fact that one day you’re going to die. “I am of the nature to die. There is no way…
Estate Planning Mistakes Seniors Can’t Afford to Make
Estate planning really should be considered as soon as you acquire your first asset, have a child, or step into adulthood in any truly meaningful way. And yet many of us put it off for far too long, leaving ourselves…
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