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Completing Your Estate Plan Goes Online

As you have probably heard by now, keeping physical distance between us is crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside your safe home. Formerly, most states required that important legal documents must be signed in […]

Keeping Mentally Sound in These Stressful Times

Many of us are facing unprecedented challenges during this coronavirus crisis in America, and it has increased anxiety and fear levels in all of us. The reactive part of your brain called the amygdala, a human physiological response when faced with fear, takes control of your actions, and you enter what is known as the […]

Addressing Estate Planning with Your Parents

It is essential that as your parents’ age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to the security of their financial future. The conversation should come from a calming place of […]

Medicare in Danger of Running Out of Funds

The Board of Trustees for Medicare release a report to Congress every year outlining the financial performance and outlook of the Medicare trust fund. The Board of Trustees released the report for 2018 on June 5 and it contains a bleak outlook for the future of Medicare. Medicare is the second-largest social insurance program in […]

Now is a Great Time to Start Exercising

The U.S. Department of Health and Human Services has released its latest findings addressing healthy exercise guidelines for older adults. The overall conclusion is that all aging adults should include aerobic and muscle strengthening exercises as well as add balance training. The authors of the study by the Journal of the American Medical Association (JAMA) […]

Protecting Seniors’ Right to Vote with POAs

Your right to vote is a fundamental lynchpin of what it means to be a citizen – yet you could lose your right if you become a ward in a guardianship. Having a strong power of attorney is essential to avoid that drastic, but little-known, consequence. A power of attorney gives a trusted person the […]

Being Appointed a Trustee

Your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she names as beneficiaries. You might be paying her bills and taxes, overseeing bank accounts, making […]

How to Keep Your Senior Loved One Safe During the Coronavirus

We are living in uncertain and unsettling times, especially if you are an older adult or have a beloved senior in your life. Much of the research about coronavirus suggests that the elderly are at a heightened risk, regardless of whether seniors live at home or at a nursing home or assisted living facility. At […]

How Baby Boomers Will Thrive in This Decade

The baby boom generation is comprised of those Americans born 1946-1964, and according to the US Census Bureau (Bureau of Census), their numbers are estimated to be 73 million strong. This number represents nearly 20 percent of the American public. As they enter their 60, 70, and 80th decades, their influence will help to guide […]

Life After Divorce: How to Get Back on Your Feet After Splitting Up

After finalizing a divorce, many people find themselves lost and spiraling out of control financially, socially, and emotionally. To start over after divorce takes courage, determination, and often help from many different places. To address these common challenges, this article will discuss the next steps for an individual after finalizing a divorce and how to […]