An Alzheimers or dementia diagnosis is overwhelming for the individual and their family. As you and your clients prepare for their future, discuss the benefits of hiring a professional fiduciary to protect them, their money, and assets. Here are some … Read More
It’s never easy to hear that you or a loved one has been diagnosed with Alzheimer’s. But it’s important to know that those with Alzheimer’s can still live life to the fullest. With careful planning, you can ensure that loved … Read More
When a family decides to begin estate planning, elders, parents with children, and even middle-aged folks are involved. When it comes to distributing your assets, estate planning can make things easier. When you create your estate plan, you can appoint … Read More
Halloween is a holiday for the young and young at heart. It’s a signal that fall has arrived, and the seasons have shifted. And no matter your season of life, it’s always fun to celebrate. Seniors and caregivers can still … Read More
When it comes to estate planning, one of the most common elements is a trust. There are many varieties of trusts, but two of the most common are revocable and irrevocable. The main difference lies within the name; a revocable … Read More