Do You Know if Your Aging Parent Needs Help?

Frequently asked questions

It is not uncommon to receive a call from an adult child concerned about a parent’s decreasing ability to care for him or herself. Circumstances often require assistance the child does not have the ability to provide. A constant concern is the possibility of an aging...

How You Can Protect Vulnerable Loved Ones

Frequently asked questions, Scams

Technology has brought us great progress. Unfortunately, it has also brought significant risks. Criminals can now victimize people from across the world. And they can now reach our vulnerable friends and family in the privacy of their own homes. According to the FBI’s...

How to Protect Vulnerable Family Members from Scams 

Frequently asked questions, Scams

Your vulnerable family members are at constant risk of a scam.  Technological advances have made this an even more serious risk.  Scammers half a world away have the ability to identify vulnerable victims in our community. To protect your family, consider the...

What You Are Not Told About Probate

Estate Planning, Probate

I often ask attendees of my presentations if they have been told “probate” is something to avoid.  Invariably, I see several heads nodding “yes.”  Many are not sure why they are supposed to avoid probate.  However, the most common reason I am told is that probate is...

The Question About Probate You Should Really Be Asking

Estate Planning, Probate

For those who consider probate (or avoiding probate) to be a significant issue, it is important to remember that probate is only a process to transfer assets. Regardless of whether probate is necessary or appropriate, the process should never become more important...