Elder Financial Abuse During Social Isolation

March 16, 2021

Thankfully, as our country is stepping up the delivery of vaccines, this terribly isolating time will hopefully soon be behind us.

Britney Spears’ Conservatorship Battle Continues

March 15, 2021

The legal controversy surrounding Britney Spears is no secret. Her father has controlled her career and finances since 2008, a position she’s been fighting against for years.

Can You Increase Your Social Security Benefits?

March 10, 2021

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.

A Charitable Way to Stretch a Large IRA

March 3, 2021

Charitable remainder trusts give you more options and more control on how your heirs inherit, now that the “stretch” IRA is a thing of the past.

Consider giving with a Donor Advised Fund?

March 2, 2021

Funded with cash or other assets, donor-advised funds give charitably minded investors control of when and where their funds are distributed.

Unmarried Couple Estate Planning

February 24, 2021

An unmarried couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

Missteps for Divorce and Death

February 22, 2021

After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.

How to Advocate for Elderly Parents

February 17, 2021

As family caregivers, we play many roles: scheduler, money manager, house cleaner, health aide, nurse, navigator, nurturer and more. Perhaps the most important role, though, is advocate, as we ensure the best life possible for our loved ones when they are vulnerable.

Herd How to Get Your Vaccine for Covid-19?

February 11, 2021

To make sure you have your own decision-makers prepared to speak for your medical decisions if you can’t, because you didn’t get your vaccine for Covid-19, or some other tragedy, please see an estate planning attorney and get your living will and advanced directive in place.

What are Most Common Side Effects of COVID-19 Vaccines?

February 5, 2021

However, the tradeoff, experts say, is temporary discomfort versus the long-term benefits of a potentially high level of protection from COVID-19, a disease that’s responsible for the deaths of more than 1.6 million people globally.

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