Jan 21, 2024 | Estate Planning, Family, Trust, Trustee, Wills
In this article, we’ll explore the importance of estate planning, even after a dementia diagnosis, as the best method to ensure the wishes and rights of your loved one are protected. Understanding Incapacity When the effects of dementia make it difficult for a...
Jan 15, 2024 | Death, Estate Planning, Family
In this article, we explore practical and heartfelt ways to hold space for your loved ones who are mourning. 01 | Express Empathy When someone is grieving, the simple act of expressing empathy can provide immense comfort. Let your loved one know you’re there for them,...
Jan 8, 2024 | Beneficiaries, Estate Planning, Family
This week, we explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re in a blended family to ensure your retirement account assets go to the right people in the right...
Jan 2, 2024 | Children, Estate Planning, Family
In this article, we’ll explore what happens legally when your child turns 18, what it means for your ability to make legal, financial, and healthcare decisions on their behalf, and what tools you’ll need for a smooth transition to adulthood. How The Law Changes Your...
Dec 18, 2023 | Estate Planning, Family
There are several steps you can take to ensure their well-being during the colder days ahead, including making sure you’re able to step in and help the seniors in your life with their medical and financial needs. 1 | Create a Power of Attorney For Healthcare A power...
Nov 13, 2023 | Estate Planning, Family, Insurance
In this week’s article, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. 03 | PERSONALIZED PHISHING EMAILS Imagine opening your inbox to an urgent email from a seemingly legitimate source – perhaps your bank,...
