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Dementia, Alzheimer’s and Firearms: Keep Gun-Owning Loved

October 7, 2025
Declining memory, judgment and decision-making skills can make firearm ownership risky for seniors living with dementia or Alzheimer’s. Proactive steps can protect both the gun owner and those around them.
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Avoid These Mistakes to Keep Loved Ones Out of Probate

October 6, 2025
Probate can be a costly, time-consuming process that delays the transfer of assets. Avoiding common estate planning errors can help ensure that your heirs receive their inheritance with minimal hassle.
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How Can I Protect My Child’s Inheritance in a Second Marriage?

October 3, 2025
The portion the surviving spouse can claim depends on the circumstances.
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When Your First Choice of Trustee Declines

October 2, 2025
Even the most trusted family member or friend may decline to serve as trustee. The role can be demanding, involving complex legal responsibilities, financial oversight and ongoing reporting obligations. Some individuals may lack confidence in managing investments or navigating government benefits for people with special needs. Others may be concerned about the time commitment or potential conflicts with other beneficiaries. Understanding the reasons for a refusal can help you adjust your approach. Sometimes the concern is about specific duties, which may be alleviated by offering professional assistance or co-trustee arrangements. In other cases, it may be a firm decision based…
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New Tax Law Affect Seniors’ Healthcare and Finances

September 30, 2025
July’s Big Beautiful Bill Act introduces tax changes that could influence how older adults manage their budgets and coverage decisions.
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Estate Planning Updates to Make in Early Retirement

September 29, 2025
Most people spend a lot of time planning for the financial side of retirement. However, once retired, there are a few estate planning tasks to do. Your life has likely changed since the first time your estate plan was done, says the article “5 Estate Planning Changes To Make After Retirement” from Go Banking Rates. Get ready for the next phase of your life with an update to your estate plan. This is especially true with the SECURE 2.0 Act measures coming into effect this year. Retirees need to address new rules regarding catch-up contributions, required minimum distributions (RMDs), Roth…
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Early Planning Is Critical to Caring for Elderly Parents

September 28, 2025
Early and open conversations about caregiving expectations can prevent conflict, protect finances and ensure that your parents receive the support they need.
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Can Hulk Hogan’s Daughter Be Sure She’s Disinherited?

September 27, 2025
However, to be clear, while anyone can ask to be left out of a will, they really don’t have any control over whether that ultimately happens.
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Estate Planning Documents to Secure Before a Crisis

September 24, 2025
In this post, we’ll go through the six types of forms that’ll help you arrange your healthcare and estate.
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Beware DMV Text Scams Targeting Seniors

September 23, 2025
Know the signs of the new DMV text scam targeting seniors to avoid falling victim.
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