Apr 24, 2018 | Advisors, Elder Fraud, Long-Term Care Planning
The largest coordinated sweep of identity fraud involving US seniors has recently been conducted. The US Department of Justice has reported that more than one million elderly people have collectively lost hundreds of millions of dollars because of this targeted...
Aug 4, 2017 | Adult Children, Advance Directives, Advisors, Estate Planning, Long-Term Care Planning, Trusts, Wills
This month’s article comes from Monica Stanley. Monica is a financial advisor for families and small business owners with Edward Jones. She discusses why women business owners need retirement plans. If you’re a woman who owns a business, you’ve got plenty of...
Dec 14, 2016 | Advisors, VA Pension Planning, Veterans
Most Americans on Social Security Will See Increase of $4 to $5 in 2017 Yes, you read that right. There will be a 0.3% cost of living adjustment (COLA) for those receiving Social Security and Supplemental Security Income (SSI) benefits in 2017. That means most...
Oct 5, 2016 | Advisors, Elder Law, Estate Planning, Medicaid Planning, Trusts, Wills
No matter how much effort is put into planning an estate, the plan won’t work smoothly if the wrong executor is chosen — or, if a living trust, the wrong trustee. This article discusses four common mistakes people make when choosing an executor or trustee. Estate...
May 20, 2016 | Adult Children, Advisors, Trusts, Wills
9 Questions Single Parents Should Ask About Their Estate Plans In many respects, estate planning for single parents is similar to estate planning for families with two parents. Single parents want to provide for their children’s care and financial needs after they’re...
Oct 23, 2015 | Advisors, Directive to Physicians, Healthcare Planning, HIPAA Release, Medical Power of Attorney, VA Disability
Many times, this means adult children who have been given power of attorney, as well as other loved ones who pitch in to help when something is needed. These caregivers often spend so much time with the senior, they are privy to unpleasant situations such as family...
