Why Patriot’s Day is a Reminder to Plan

“On this day… 19 years ago 246 people went to sleep in preparation for their morning flights. 2,606 people went to sleep in preparation for work in the morning tomorrow. 343 firefighters went to sleep in preparation for their morning shift. 60 police officers went to sleep in preparation for morning patrol. 8 paramedics went

#NationalGriefAwarenessDay Teaches Us to Reach Out to Those in Need

National Grief Awareness Day is this Sunday, August 30th, 2020.   We are grieving a lot these days. We mourn the loss of many fellow Americans, some of our liberty and a way of life that frankly we may have taken for granted before the pandemic. It’s not what Angie Cartwright who founded National Grief

COVID-19 Estate Planning: A Journey, Not a Destination

Estate Planning is a Journey, Not a Destination, Especially During COVID-19 A lot of people are contacting me because they are scared of COVID-19 and want to be prepared just in case. They come because they know they should act responsibly, but the problem that has kept them from making an appointment before continues to

Why COVID-19 Makes National Healthcare Decision Day 2020 Even More Important

Each year on National Healthcare Decisions Day, I write about how having a Living Will and a Healthcare Power of Attorney at minimum is extremely important. And this was before the pandemic that is Coronavirus. Many people are coming face to face with what will happen if they get sick or pass away without having

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