Are you the type of person who signs their will, sticks it in a drawer and never looks at it again...
Category - Previous Posts
What Should I Know, If I Need to Take an Elderly Person to the Doctor?
Restrictions for visitors, including caregivers, have eased since the spring and exceptions are...
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or...
How Is the Inheritance Tax on My Estate Paid?
Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when...
Do Seniors with Dementia Show Signs of Financial ‘Symptoms’ Years before a Diagnosis?
A new study led by researchers at the Johns Hopkins Bloomberg School of Public Health and the...
What Unusual COVID Symptoms are Seen in Seniors?
Largely asymptomatic seniors may experience a symptom not commonly associated with the coronavirus.
Estate Planning Lessons from Celebrities for ‘Regular’ People
The tragic recent death of Tony Hsieh, the 46-year-old former CEO of Zappos, reminds us of the...
What Steps to Take when Dementia Begins
Holiday season is often a time when out-of-town children visit their parents for the first time in...
How Do I Plan for a Loved One with Special Needs?
It is critical that parents and grandparents give careful thought to any gift of money or bequest...
It’s Time to Stop Procrastinating and Have Your Estate Plan Done
The steady drone of coronavirus news these past nine months has spurred countless older Americans...