Estate Plans Can Protect against Exploitation

Estate Plans Can Protect against Exploitation

According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’

What a Family Caregiver Needs to Know

What a Family Caregiver Needs to Know

If you’re a caregiver, part of your job may be to keep track of your loved one’s legal affairs. You probably know — or are learning — that it’s a big responsibility.

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad should be planned before it becomes an emergency. Talk with your father and find out what is important to him. Let him know that an estate plan will help the people he loves as well as protect him.

How Does Gift Tax Exclusion Work?

How does gift exclusion tax work

In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.

What Helps Create the Best End-Of-Life Plan?

Best end-of-life plan

A new study explores how specialized care providers can navigate conversations about end-of-life care and help patients optimize their quality of life and mitigate suffering.