

Protect Your Loved Ones From Scams
An elderly couple sitting on the couch with their dog. Millions of older adults fall prey to financial scams each year. Financial abuse currently affects about 20% of Americans age 65 or older and costs them nearly $3 billion per year. In fact, it has become so widespread that The Wall Street Journal has called it an “epidemic.” Some of the more common scams include: 1. The grandparent scam. A con artist telephones a loved one pretending to be a grandchild in the midst of


Estate Planning for Personal Possessions
I am frequently asked about how to handle all the personal possessions a loved one has accumulated over the years. It is not uncommon to hear that a loved one "kept everything" dating back decades and now the family is at a loss of how to even begin to deal with all the stuff. Most people unfortunately spend years accumulating personal property - some of which can be quite valuable - with little thought given to what will happen to it after they die. As expected, addressing t




















