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...
17 views
- 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...
27 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...
96 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...
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- 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...
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- 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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