elder financial abuse

Tips for Detecting, and Preventing Financial Abuse of Older People

Reports of elder financial abuse continue to increase, as they are particularly vulnerable to scams or to financial abuse by family members in need of money. It is hard to ascertain the exact number of people affected by elder abuse because studies show that elder abuse is underreported. However, one study found that financial loss from financial elder…

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caregiver agreement

What Is a Caregiver Agreement and Why It’s Important

A caregiver agreement is a legal document that outlines the terms of care between a caregiver and the care recipient. Are you a caregiver or care recipient? A caregiver agreement can help protect both parties and ensure clear expectations. Learn why it’s important and how to create one. Most adult children feel the need and…

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Estate Planning advice for parents with baby

#1 Estate Planning Advice For Soon-To-Be Parents

As a soon-to-be parent, you want to make sure that your little human is completely taken care of, from the minute you hear that first cry. The preparations begin months before the arrival of your bundle of joy, and the internet is full of all kinds of advice for parents, checklists, to-dos, tips & tricks,…

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ethical will

What Is an Ethical Will?

An Ethical Will is the story of your life. All the personal knowledge, lessons, and tips you could pass on to your loved ones.

Unlike a traditional will, which focuses more on significant assets and money, the intention of an ethical will is to communicate your hopes, dreams, love, and learning for all future generations.

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Choose your own probate attorney

Can You Choose Your Own Probate Attorney?

In the past week, we have received calls from two different clients whom we had helped in the past. Each of them called because they were in the process of probating their parent’s estates and both were quite frustrated and wanted our advice regarding the probate attorney they had to use. They each said that…

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