How You Can Protect Your Loved Ones from Scams

Frequently asked questions, Scams

Scams have become a serious threat for senior citizens. Almost one-third of successful scams make senior citizens the victim, even though seniors represent only 12% of the population. There are several reasons for this: Seniors are the most likely to have a “nest...

Why We Do What We Do

Frequently asked questions

I have two purposes for making these posts and for offering free presentations about estate planning. First, I hope to educate. Estate planning and elder law can have complex strategies and concepts, but we can cut through much of the mystery if I can help people...

The Critical Link Between Retirement Planning and Estate Planning

Estate Planning

For most of us, retirement is a goal we hope will allow us to enjoy the fruits of previous sacrifices. While preparation increases the likelihood that we can enjoy our golden years, there are many uncertainties that determine whether retirement is an opportunity or a...

The Worth of Values vs. Valuables

Long Term Care Planning

Previously I have written about the heartbreak I see in some seniors who feel as if they are nothing more than a source of money or assets to those who they leave behind when they pass. No estate can exceed the blessing of the lives and lessons we learn from those who...

How Can I Pass on the Family Business to One Child and Still Be Fair?

Business Law

How Can I Pass on the Family Business to One Child and Still Be Fair? The strengths, skills and persistence that build a successful business are also skills that help prepare that business for a successful transition to the next generation. Unfortunately, many...