Blog

December 11, 2024
Navigating Holiday Indulgence and Family Finances
The time between Thanksgiving and Christmas is a whirlwind of family gatherings, festive meals, and holiday cheer. But for many seniors, it can also be a […]
November 27, 2024
8 Key Factors for Choosing a Guardian
Eight Key Factors to Consider When Choosing a Guardian for Your Children Who should raise your children if you or your spouse are unable to do […]
November 12, 2024
Essential Nutrition Tips for Seniors
Nourishing for Longevity: Essential Nutrition Tips for Seniors As we age, our nutritional needs evolve. For seniors, a balanced diet is critical to maintaining health, energy […]
October 25, 2024
Embracing Nature: A Path to Relaxation for Seniors
Enjoying and embracing nature can provide several mental, physical, and emotional benefits for seniors, helping them relax and make the most of their retirement. Here’s how: […]
October 11, 2024
Proactive Steps to Prepare for Dementia
Most people become more concerned about Dementia as they age. Though the exact cause of dementia remains elusive, research shows there are ways to prepare for […]
September 27, 2024
Planning For High-Risk Professionals
Planning for High-Risk Professionals: Protecting Your Assets with Strategic Estate Planning Estate planning is essential for everyone, but for high-risk professionals, it’s more than just a […]
September 13, 2024
Staying Healthy in Your Golden Years: Tips and Signs to Watch For in Older Adults
As we age, maintaining our health becomes increasingly important, but it also requires more attention and care. Senior citizens face unique challenges that can affect their […]
August 26, 2024
Understanding Special Needs Trusts: A Critical Component for Families
For families caring for a loved one with special needs, a Special Needs Trust (SNT) is one of the most crucial tools in their estate planning […]
August 9, 2024
Should You Consider Obtaining a Letter of Competency?
Imagine a scenario where an estranged family member, perhaps a son-in-law you’ve never fully trusted, or an ex-spouse who continues to cause trouble years after your […]
July 23, 2024
The Difference Between Dementia and Alzheimer’s
Many people mistakenly believe that Alzheimer’s disease and dementia are interchangeable terms for the same condition. However, they are not. Dementia is an umbrella term that […]
July 12, 2024
If There Is No Estate Tax, Do You Still Need an Estate Plan
A common question we are asked is if there is no estate tax, is there still a need for an estate plan? If a person passes […]
June 21, 2024
Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning
Many entrepreneurs refer to their business as their “baby” and rightfully so. Like a child, entrepreneurs nurture their business from an idea through conception, to growth, […]