Articles

Here’s a unique question we received from a client:

Previously unthinkable challenges, unwanted changes, and devastating losses of loved ones have become all too normalized during the COVID-19 pandemic.

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.

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.

Digital technology continues to make our daily lives more efficient. Everyday smartphones, tablets, and other web-enabled devices allow us to communicate seamlessly. Technology applications have changed medical communities and systems, morphing them into an information-rich enterprise.

Seniors now have federal protection, the Senior Safe Act, from financial abuse from either within a family or support system or by scammers taking advantage of them. Tens of billions of dollars each year are illegally taken from US seniors and these numbers only reflect the crimes being reported.

A married couple, Ginny and George, had extended family they wanted to leave all their assets to when they died. Unfortunately, Ginny was then diagnosed with cancer. She began to worry: What could happen if she died before George did, and George remarried? Or vice versa?

Continuing care retirement communities (CCRC), sometimes referred to as life plan communities, the goal is to provide a long-term care option for older residents. These residents prefer to live in the same community, though in different phase locations, during their aging process. In essence, it is a continuum of care that will see you through your pre-planned stages of older ...

It is important to create a last will and testament to make sure your final wishes regarding your asset disbursement are properly followed. If you have people who you love and care for, then creating a will for your peace of mind and their protection is the right thing to do.

People identified with special needs age five and older are today the greatest minority group at 58 million Americans. The majority of federal and state benefits available to help persons with disabilities are needs-based, meaning income and assets are strictly limited and can often be misinterpreted, resulting in costly mistakes.