When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions for many, and it’s just as important for seniors – especially the financial goals. Financial … Read More
As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave behind. One way that you can do this is by setting up a trust. Are … Read More
When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the … Read More
A power of attorney can be set up for anyone regardless of age. However, most conversations about assigning a power of attorney happen in the sunset stage of life. If you are considering this option for yourself now or in … Read More
The holiday season is in full swing. It’s a time to be around loved ones and enjoy each other’s company. Family and friends of all ages gather around and partake in group activities so that no one is left out, … Read More