Join us for this informative discussion to learn how special needs planning strategies can maximize quality of life for a disabled person and also protect them from exploitation. You will leave with a better understanding of special needs trusts and…
Yesteryear offered two housing options for seniors: your own home or a nursing home. Today there are many options and the list continues to grow. Learn the differences between the various types of communities and facilities, including monthly fees, up-front…
Who is going to take care of my beloved family pets when I die? What documents need to be in place before my teen leaves for college? Where do I store my Estate Planning documents for safekeeping? What can I…
Money can’t buy everything! Learn about those who could have had the best estate plan, but missed the boat in protecting their financial and personal assets. Find out how a proper estate plan can protect what really matters even if…
The 2025 Estate Planning Laws will affect most Americans. This is all pretty confusing, and it can be complicated to figure out how it applies to your individual situation. Join us to learn what these changes may mean for your…
Estate planning involves creating a plan for where – and to whom – your assets will go upon your death. The process can include making a will, designating which of your loved ones should receive your retirement accounts and life…
We are living through what’s been called the largest intergenerational wealth transfer in history. Tens of trillions of dollars are set to change hands between older and younger Americans over the next 20 years. More and more elders are choosing…
Deciding to end a marriage as an older adult is increasingly common. If your marriage ended later in life, you could be part of the “gray” divorce trend. AARP reports that Baby Boomers, those born between 1946 and 1964, are the…
Four in ten people believe they do not have enough assets to make a will, according to Caring.com’s 2024 Wills and Estate Planning Study, which surveyed more than 2,400 individuals. This statistic reflects a common misconception about estate planning: that…
Most older adults acknowledge that estate planning is essential. Yet, nearly half of Americans age 55 or older do not have a will, and even fewer have designated powers of attorney, a living will, or health care directives. These legal documents help…