Protecting and sustaining their family’s wealth is a top concern for seniors. Aging parents want to know that their children and grandchildren will be financially taken care of. The most effective way to protect a family’s wealth from generation to … 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
Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the scammers are working at full throttle to steal your money. Phone calls and phony tax … Read More