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Senior Safe Act Protecting Elders

The Senior Safe Act works to protect our elders from financial abuse, whether it be from within a family or support system or by scam artists preying upon them.

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Keep Your Estate Plan Current with Regular Reviews

You should review your estate planning documents on a regular basis, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state.

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Inheritance and Medicaid Planning

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A Will is About More Than Assets

A recent annual estate planning survey for 2019 found that 57% of adults in the U.S. do not have a Last Will & Testament .

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Tips on Avoiding Medicare Fraud

The largest types of insurance fraud are scams against government and private health care insurers.

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A Blended Family Requires Careful Planning

Couples commonly bring children into their marriage from a prior marriage or union and then have additional children together.

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You’ve Been Appointed Guardian of Property: Now What?

Your grandfather, Steven, can no longer make decisions on his own. A court appoints you to be Steven’s guardian of property, to help Steven manage his money.

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Addressing the Challenging Costs of Health Care

We are always grateful to those who are caring for the sick, and to those who support those workers. At the same time, we should be skeptical of bills which may be presented for that care.

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Family Connection Promotes Healthy Aging

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Docubank: Immediate Access When You Need It

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