What’s Involved in an Estate Inventory?
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
June 22, 2022
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.
June 16, 2022
How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families
Legacy of Caring for Families
June 16, 2022
How Does Gift Tax Exclusion 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.
April 5, 2022
What Helps Create the 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.
April 5, 2022
Is It Possible an Elderly Parent Is Being Scammed?
In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever—and thus more vulnerable to being financially victimized.
April 5, 2022
Must I Sell My Parent’s Home if They Move to a Nursing Facility?
Reaching the point where you need to consider residential options for your mother can be overwhelming. Not only is it emotionally fraught, there are also financial and legal considerations.
March 21, 2022
What are the Signs of Elder Abuse?
In the wake of the coronavirus pandemic, many older adults are more socially isolated than ever — and thus more vulnerable to being financially victimized.
March 21, 2022
Taking Care of Dying Parent’s Financial Affairs Can Be Challenging
Dealing with a sick family member is a challenging and emotional time.
March 21, 2022
