With age comes new opportunities, and this is especially true for seniors filing their tax returns. Many seniors are unaware of the tax deductions that their golden years gift them. Taking advantage of these tax opportunities can work wonders for … Read More
Life is unpredictable, and you can never anticipate when you will need assistance managing your affairs. Should you become incapacitated, help overseeing your affairs is indispensable. When the time comes, establishing a proxy is critical to your well-being and that … Read More
It is never easy to relinquish autonomy. However, as we age, this is inevitable. While your parent may resist the notion of a power of attorney (POA) for their finances, this is often essential to their wellbeing, and it can … Read More
A private fiduciary is a licensed professional hired to manage your trust when you become incapacitated or pass away. Hiring a private fiduciary is a great option for folks who find that they may not have family members to handle … Read More
When a loved one passes away, they may leave behind valuable assets that they intended to distribute to beneficiaries. With a will, the creator is able to instruct an appointed executor about the distribution of those assets. However, before anything … Read More