Articles

Man Looking at Laptop

Surprisingly, despite the COVID-19 pandemic, overall percentages of older Americans without a will have remained the same according to caring.com. In contrast, younger adults with a will show an increase of sixty-three percent comparative to pre-pandemic times.

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Older Woman Holding Calculator Next to Men

A comprehensive estate plan is vital if you want to ensure the successful transfer of wealth to your loved ones. However, all too often we overlook the crucial part of communicating our estate plan to family and heirs.

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Human Hands Holding Animal Paws

Back in 2007, a Maltese pup named "Trouble" who was the pet of hotel heiress Leona Helmsley was left a trust fund of $12 million to pay for the dog’s care. Unfortunately, pet inheritances have suffered a dubious reputation ever since.

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Woman Hugging Older Man

Did you know that November is National Family Caregiver Support Month? Even if you are not a family caregiver, you probably know someone who is. Millions of Americans are willing to provide varying support levels to older relatives and even friends.

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Two Women Facing Man at Desk

Estate planning is crucial to protect your loved ones, and in the LGBTQIA+ community, estate planning can legally protect against discrimination even if others are reluctant to recognize your relationship.

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B Designed

The popularity of cryptocurrency continues to grow, and as many as 46 million Americans own the well-known crypto asset, Bitcoin, according to a report by Florida Today. Bitcoin was created in January 2009 by Satoshi Nakamoto as a peer-to-peer electronic cash system.

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Living Will Declaration documents with a pen

Seniors are highly vulnerable to financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers — and sometimes even their own family members. That’s why it’s important that planning is in place to help seniors protect themselves and their assets.

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