To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

Categories

  • Elder Law
  • Estate Planning
  • Financial Planning & Money Management
  • Funeral Planning
  • Insurance
  • Reverse Mortgage
  • Leaving an Inheritance… It’s More Than Just Money

    When it comes to leaving an inheritance to loved ones, many boomers and seniors automatically think of leaving cash, real estate, business interests, and life insurance proceeds to family. But for those who find themselves devastated after the loss of a loved one, often intangible assets carry the most value [...]

    2019-09-05T12:27:19-04:00September 5th, 2019|Elder Law, Estate Planning|

    User Beware!

    In two recent conversations, one with a client and another with a much loved aunt, I learned they were using a bank account debit card for everyday purchases. I thought everyone was aware that debit card fraud has become a major risk that we all should want to avoid. [...]

    2019-09-05T11:39:58-04:00September 5th, 2019|Financial Planning & Money Management|

    Summer Fun and Financial Preparedness – They Can Go Together

    Summertime is often a favorite time for families to get together at the beach house, the lake house, or other places of cherished family memories. If you are planning a backyard get-together or a more elaborate gathering, consider adding something significant as well as memorable to those precious moments together. [...]

    2019-06-11T15:04:48-04:00June 11th, 2019|Financial Planning & Money Management|
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