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Guest Post: Relocating Your Elderly Loved One

Providing care to our parents as they age and then in the final stages of their lives looks a lot different than it did in the past. That’s because shared living (when two or more adults who are not romantically involved live together) is on the upswing. “Adults who live in someone else’s household typically

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Guest Post: Financial Mistakes to Help Seniors Avoid After the Death of their Spouse

Seniors who have lost their spouses are going through the process of grieving, but life around them continues to move forward. As nice as it would be for them to focus on adjusting to life without their spouse by their side, there are various financial matters they must face. During such an emotionally charged time,

Dealing with the Death of a Hoarder | Guest Post

Many of us are familiar with hoarding. Whether we know someone in our own family or it is something we have viewed on TV, hoarding affects as many as 19 million Americans. It is more common in older Americans and in males vs females. Losing someone with the disorder adds extra load to tackle, both physically

Breast Cancer & Legacy Planning

It’s Breast Cancer Awareness Month and thankfully we have made a lot of solid progress towards saving the lives. In general, the prognosis for most women diagnosed with Breast Cancer has improved greatly. Let’s pause and celebrate that, keeping in mind that no one should rest on progress — THE FIGHT CONTINUES. Anyone over the

National Estate Planning Awareness Week 2020

You may have heard me say more than once that an estimated 56 percent of Americans do not have an estate plan in place, making estate planning “a critically overlooked component of financial wellness.” In hopes of raising awareness, Estate Planning Awareness Week was created to educate the public about the importance of estate planning

The Opioid Epidemic: Using Targeted Trusts

The Opiod Epidemic is back in the news, and is still far reaching in our communities across the country as ever. Every day, more than 115 people in the United States die after overdosing on opioids according to the National Institute on Drug Abuse. In 2016, more Americans died due to opioid overdoses than car

Why Unmarried Couples Need Estate Planning the Most

If you have ever watched Judge Judy on TV, you may have heard the iconic judge tell couples who have been living together “without the benefit of marriage” that courts are not designed to handle the legal ramifications of “setting up shop” together. Yet it is happening more and more. For many reasons, older couples

Protecting Beneficiaries with Trusts

We are seeing more and more that our nation is struggling with mental illness with the acknowledgment of maternal mental health issues and climbing suicide rates for all ages. The latest public casualty is from American Royalty, the granddaughter of RFK, Saoirse Kennedy Hill. The 22 year old was found unresponsive from an apparent overdose at