Protecting Seniors During Flu Season
The fall season is a beautiful time of year, but it also marks the beginning of flu season, which can pose a serious threat to your...
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Empowering Hawai`i Families & Securing Legacies Since 2017
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- 5 min
Shield Your Parents from Scams — Part 2
In part one of this series, we explored two popular scams that are targeting older adults this year: the grandparent scam, and...
15 views
- 5 min
Shield Your Parents from Scams — Part 1
Fraudsters and scam artists are nothing new, but changing tools and technology are making it easier than ever for scammers to target...
16 views
- 5 min
Securing a Power of Attorney for Aging Parents
Making important decisions for aging parents can be a challenging task, but power of attorney (POA) can provide peace of mind and clarity...
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- 6 min
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...
60 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...
164 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...
45 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...
17 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...
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- 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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6 MAJOR MISTAKES HAWAII FAMILIES MAKE WHEN CHOOSING AN ESTATE PLANNING ATTORNEY
No time for mistakes. Save your family a lot of money, stress, and wasted time.
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