Category Archives: Estate Planning

Letter of Instruction

Letter about your Stuff

Estate Planning  A letter of instruction is an informal document that lets your loved ones know what to do after your death. While no one wants to focus on such a somber subject, death is a natural part of life. So, preparing for it makes sense. And taking this step can alleviate stress and prevent […]

Helping Abused Senior Citizens

The Issue The Elder Abuse Prevention and Prosecution Act was signed into law in 2017. Designed to combat the growing epidemic of the financial and physical abuse levied against the elderly, the bill should reduce the number of senior citizens who suffer ill treatment and scams.

All About Hospice

What is Hospice Care? Difficult as you may find it, Hospice may be the perfect care solution for your terminally-ill loved one. Hospice Care provides comfort and quality of life for the terminally ill. So, this type of care allows patients to remain at home. Most hospice-care providers understand how to alleviate pain and manage […]

Does Your Estate Plan Reflects Your Wishes?

Estate Plans Can Change Joe and Darlene are a married couple who decided to divide their estate property equally between their three children. They wanted their house to go to daughter, Mindy, who loved it. And the rest of their estate plans included equal division of assets between sons Dennis and Eddie. At their request, […]

Alzheimer’s and Poor Sleep  

Alzheimer’s is a serious condition which affects millions of Americans. The reason we consider it important to estate planning is because you won’t be able to plan your estate after you succumb. So, the smartest thing to do is plan in advance. No one plans to get sick or become incapacitated. And we hope you […]

The High Cost of Dementia for Patients and Families

According to a recent report from the Alzheimer’s Association, one in nine Americans age 65 or older have Alzheimer’s Disease. With Baby Boomers entering their senior years and people living longer, that number could triple by 2050. And Alzheimer’s is just one cause of dementia. Long Term Care in Cases of Dementia Caring for someone […]

Identity Scams Targeting the Elderly

The U.S. Attorney General and law enforcement partners announced the largest coordinated sweep of elder fraud cases in history. The cases involve more than two hundred and fifty defendants from around the globe who victimized more than a million Americans, most of whom were elderly. The cases include criminal, civil, and forfeiture actions across more than […]

Does Your Family Know About Your Estate Plan?

How Much to Share and With Whom As the tax deadline quickly approaches, you’ve probably been working on your tax returns. If you’re like most people, you probably don’t feel comfortable sharing the details of your tax documents. But, your estate plan is an important part of making sure your affairs are in order. So, […]

Estate Planning: Why You Should Save for Retirement

According to a recent a report by Bankrate, 20 percent of Americans are not saving for their day-to day lives, let alone retirement. This, despite the fact unemployment is low and wages are increasing. With so many workers failing to set aside cash, many will face shortfalls of operational cash in the event of an […]

It Pays to Plan: Estate Planning

“Life’s tragedy is that we get old too soon and wise too late.” ~ Benjamin Franklin Since wisdom means that you realize the finite nature of life, living well calls for careful estate planning. As Baby Boomers age, they discover the realities associated with aging: