Introduction Elder scams have become a significant concern, with the FBI reporting a staggering 400% increase in incidents involving financial losses and control. These scams often target vulnerable seniors, exploiting their trust and lack of familiarity with modern digital threats. […]
Our aging parents are living longer, and as they navigate their advanced years, they face challenges that may not have crossed our minds. Loneliness sets in as spouses and friends depart, isolation makes even simple tasks harder, and dependence on […]
Introduction June is Alzheimer’s Awareness Month. According to the Alzheimer’s Association, more than 6 million Americans are currently living with Alzheimer’s disease, and this number is projected to increase to nearly 13 million by 2050. With these staggering numbers, it’s […]
Protecting assets from Medicaid in Idaho is a crucial step for families and individuals who want to ensure their hard-earned wealth remains intact while still qualifying for essential medical assistance. This post examines tactics to protect assets from Medicaid in […]
If you leave your retirement account to the people you love outright, simply by naming them as beneficiaries on your retirement account rather than through a special trust, there are risks.
While your individual retirement plan and goals will be unique to your income, family situation and desired lifestyle, most Americans share a number of common retirement milestones.
With all of the media about “digital wills” and “online estate planning,” it could be tempting to think you can do your estate planning yourself, online. Maybe you can, but if you do you need to know the potential pitfalls. […]
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with […]
A study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on […]
The financial impact of living a long life should be a consideration in your estate planning. That’s why we take a holistic approach to estate planning– so we can help you cover all the angles and live life to the fullest.
