You can’t always protect your loved ones from unpleasant experiences, but you can reduce the likelihood that they will become victims of a scam. Remember, if an offer seems to good to be true, it prob
Warning Signs of Fraud: Helping Seniors with Finances
The stress, shame and fear associated with being scammed can have horrible effects on your senior loved one’s health. As a part of a YouTube series that explores basic handling of senior citizens fina
Advance Directives, Living Wills, and Living Trusts
Do you have a specific plan in place for your end-of-life care? Or how your family will be cared for after you pass? Many people put off such tasks because they find them unpleasant, but in order to a
How Can I Control the Distribution of My Estate?
There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over distribution, and each poses different challenges and opportuni
How Can I Benefit from a Charitable Lead Trust?
Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them beca
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a
Can I Benefit from an A-B Trust?
Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other.
Because of the unlimited marital deduction, no estate taxes are due when one spous
Are You Gambling With Your Family's Medical Care Decisions?
By Carol R. Kaufman First published in Forbes 6/11/2013 Do you have an 18-year old or older, unmarried adult child? Do you have their notarized Healthcare Directive? Do you know what one is?
There are
Face the Facts: Topics to Discuss Now with Your Aging Parents
As we age and live longer, financial, legal, health care and long term care issues affect families, not just individuals. The Eldercare Locator produced this guide to help families “face the facts” ab
