Telling an elderly parent that they need to stop driving and taking away their car keys, is one of...
Latest articles
NEW: Why Planning For Farming Succession Can Be A Daunting Task & How To Fix It
It takes more than the next generation’s willingness to farm, to see your operation continue. It...
Single? Female? Here’s What You Need to Know about Retirement Planning
Women have long been at a disadvantage in retirement. Generally, they earn less than men, interrupt...
Review Life Insurance Trusts in Estate Plans
Life insurance trusts have long been hailed as a smart way to provide financial protection for...
Celebrating National Elder Law Month: Protecting yourself (and your family) requires more than night cream
We’re taught early on that the Fountain of Youth won’t last long. We do what we can to protect...
Why Should I Sign a Prenup?
Questions like ‘Should we get a prenuptial agreement?’ can be downright buzzkills.
How to Start the Process of Moving into Senior Living
When you have a close relative or friend who might benefit from moving into a development for aging...
What is a Transfer on Death (TOD) Account?
Transfer on death (TOD) accounts (also known as Totten trusts, in-trust-for accounts and payable-on...
How Do I Financial Plan, When It’s Only Me?
When it comes to financial planning, we often talk in terms of the couples we work with and how we...
What are Common Mistakes that People Make with Beneficiary Designations?
You may be surprised at how easy it is to make an expensive mistake with your beneficiary...