by msmyers | Apr 5, 2018 | Estate Planning
“While a person can become a victim of a scam at any age, the senior population is becoming more vulnerable to scammers. Seniors make good targets because they generally have good credit and accessible savings. Further, many seniors are alone or suffer from...
by msmyers | Apr 3, 2018 | Estate Planning
“One of the biggest errors parents can make is spending too much time creating the legal entities known as trusts and too little time on the kinds of conversations that will help ensure that trust among siblings is maintained when parents are no longer around to...
by msmyers | Mar 27, 2018 | Estate Planning
With Spring Break behind us, many of us are looking ahead to our summer plans. If you’re headed out on vacation, particularly out of the country, it will bring you great peace of mind to know that your Estate Plan and Incapacity Documents are in place. If...
by msmyers | Mar 22, 2018 | Estate Planning
Whether you are a senior yourself or you have beloved seniors in your life, these are important tips to consider for post-retirement planning: Post-Retirement Planning: A Checklist for Seniors
by msmyers | Mar 19, 2018 | Estate Planning
Be sure that your beneficiary designations are up to date and align with your wishes and your estate plan: Who gets your IRA when you die? It’s not so simple
by msmyers | Mar 15, 2018 | Estate Planning
Information to keep in mind if you’re considering investing in crypto assets: Crypto assets rewrite estate planning
