Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Every year, thousands of people lose money to telephone scams — and the number is growing exponentially. Scammers are quickly adapting to more discreet and harder-to-stop methods. These quick changes are making it difficult for telecommunications companies and government agencies … Read More
Helping mom or dad with finances brings plenty of emotions to the surface. They may not want to relinquish control to one of their children. Because no matter how old you are, you’re still their child! Alternatively, your parents could … Read More
The probate process is the judicial process in which a will or living trust is being accepted in the court of law. Since people acquire many different assets in their lifetime, there is often dispute over who is the rightful … Read More
As an adult, you want to do everything you can to maintain your parents’ well-being. But as your parents age, their financial and legal situation can become increasingly difficult to manage alone, or alternatively, they might simply want to take … Read More
A private fiduciary is a person or institution who has the legal duty to act and manage your assets once you die or become incapacitated. While there are many different types of roles a professional trustee can play, they will … Read More