August 4, 2020Information to Include in a Letter of InstructionA letter of instruction can be a beneficial element of your estate plan. It is an informal document that will give your loved ones important information about personal and financial matters after your death. Letters of instruction are not legally…
June 23, 2020Save Money While Aging WellYour senior years should not be spent worrying about finances. The stress that money problems bring not only ruins your aging experience but can also be disastrous to your health. Rising health care costs and your increased need for health…
June 16, 2020Caring for Family Members During the PandemicThere are many new challenges to meet for family systems with loved ones who are most vulnerable to the coronavirus yet still require caregiving. Family caregivers that use to aid their family directly, now find themselves learning how to be…
April 16, 2020You’ve Been Appointed Trustee: Now What?Your friend Rose has created a trust and she would like you to be her trustee. You want to help, but you’re concerned about all that responsibility. You would be managing Rose’s property for her and for others whom she…
October 11, 2019Do You Have a Weak Power of Attorney?Powerful “power of attorney” (POA) documents are essential, if there ever comes a time when you or your elder become unable to manage your finances or make health-care decisions. Beware if you rely only on POAs that hospitals provide, or…
