C19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer
If you’re caring for an older loved one, you might be worried. Here is what you need to know to keep elderly people safer, and what to do if they do show symptoms of COVID-19.
How Do I Do the Most with My Inheritance?
You may have a friend, or two, who has blown a large inheritance. Some of you may have also seen a news story about a lottery winner who went bankrupt (or worse) just a few years after receiving a life-altering sum of money. If you don’t want this to be you, keep reading as we share five tips to make the most of an inheritance or windfall.
C19 UPDATE: IRS Postpones Gift and GST Tax Filing Deadline to July 15
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
Are You One of the Many Headed toward Financial Disaster?
Managing your finances likely isn't the most exciting task on your to-do list, but it's crucial if you want to reach all your financial goals and set yourself up for long-term success.
Why are Some Grocery Stores Taking Steps to Protect Older and Vulnerable Customers?
As supermarkets frantically work to restock shelves and calm panicked shoppers, some stores are taking steps to protect older and vulnerable customers, who may be at the greatest risk from the novel coronavirus.
Coronavirus News Should Make You Think about Estate Planning
Nobody likes to think about their own mortality, and that's why so many people go without basic estate planning documents. Often, an event like the coronavirus can be the kick in the pants you need to get your affairs in order.
The Second Most Powerful Estate Planning Document: Power of Attorney
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
What Is the VA’s Plan for Long-Term Care for Baby Boomers?
In a hearing last week, lawmakers expressed eagerness to learn about the Department of Veterans Affairs' plan to provide in-home and institutional long-term health care to a coming ‘silver tsunami’ of aging Baby Boomers.
C19 UPDATE: If You Have Not Yet Named Someone with Medical Power of Attorney, Do It Now
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
What is the Difference between Guardianship and Power of Attorney?
With all the media buzz about guardians stealing money from those whom they are meant to protect and overall financial abuse issues involving seniors, it’s a good moment to revisit how surrogate decision-making works.