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Protect Your Aging Loved Ones From Undue Influence
Following the death of a loved one, close family members are sometimes surprised to learn that they didn’t receive the inheritance they...
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- 7 min
Netflix’s "I Care a Lot" Reveals the Dark Side of Legal Guardianship—Part 2
The Netflix movie, I Care a Lot, provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the...
15 views
- 6 min
Netflix’s "I Care a Lot" Reveals the Dark Side of Legal Guardianship
The Netflix movie I Care a Lot provides a dark, violent, and somewhat comedic take on the real-life and not-at-all funny dangers of the...
37 views
- 4 min
Keeping Your Parents Safe from Opportunists
In a previous article, we shared steps to understanding your parents’ estate planning and the nature of their assets, as well as how to...
27 views
- 5 min
Diminished Financial Capacity and the Elderly—Part 2
Planning Strategies to Protect Your Elderly Loved Ones from Incapacity In the first part of this series, I discussed the early warning...
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- 4 min
Diminished Financial Capacity and the Elderly—Part 1
A Boom in the Elderly Population With more and more Baby Boomers reaching retirement age each year, our country is undergoing an...
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- 5 min
Avoid Adult Guardianship and Elder Abuse with Estate Planning: Part 2
In the first part of this series, I discussed how some professional adult guardians have used their powers to abuse the seniors placed...
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- 5 min
Avoid Adult Guardianship and Elder Abuse with Estate Planning
Elder abuse can take a wide variety of forms, but I think the worst of the worst is caused by unscrupulous adult guardians appointed by a...
8 views
- 5 min
7 Processes to Complete With Your Parents Before They're Gone
In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical...
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- 5 min
Seniors Should Be Wary of Reverse Mortgages—Part 2
In the first part of this series, I discussed the dangers of reverse mortgages for senior homeowners. Here, we’ll look at how these...
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- 5 min
Seniors Should Be Cautious of Reverse Mortgages
If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors...
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- 6 min
3 Warning Signs of a Financial Scam
Nobody likes to admit they’ve fallen for a financial scam, but the fact is, it’s easier than ever to get caught up in one. This is...
9 views
- 4 min
Ensure Elderly Parents Don't Fall for the Grandparent Scam
Imagine this… You are an elderly grandparent who lives alone. You get a call in the middle of the night from your college-aged...
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- 3 min
Secure Your Senior Parents' Identity and Financial Assets
Today, we live in an uber-connected world, where nearly every type of financial transaction—shopping, banking, investment management—can...
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- 4 min
Elder Financial Abuse: 4 Warning Signs to Look For
Some of the most disturbing crimes against the elderly involve financial exploitation. While physical abuse is often easy to spot,...
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- 3 min
How to Handle a Surplus of Stuff When a Loved One Ages
As the baby boomer generation ages—and downsizes—more and more adult children will be tasked with going through their loved one’s...
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- 3 min
The Cost of Caring for Elderly Parents
Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and...
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- 4 min
Caring for Elderly Parents in Your Home and Unexpected Costs
Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And I'm...
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- 3 min
Navigating the Sandwich Generation with Ease
The average age of parents raising children in the US continues to rise, leaving many middle-aged Americans in a category commonly...
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- 3 min
Do Your Parents Need Your Help with Managing Finances?
Caring for an aging parent is a common challenge for Baby Boomers, and now even Gen Xers and Millennials. And, stepping in to help manage...
9 views