estate planning

How much money is needed to care for a loved one with dementia?

How much money is needed to care for a loved one with dementia?

Dementia care is expensive. How much might you need?

Why Auto-Debit is a Bad Idea.

Why Auto-Debit is a Bad Idea.

Make sure someone is minding the finances. Why auto-debits are a bad idea for managing bill payments.

Wells Fargo is More Focused on THEIR Process than Serving ME

Wells Fargo is More Focused on THEIR Process than Serving ME

Banks make it difficult to step in, and step out as Power of Attorney.

Is someone taking advantage of a loved one?

Is someone taking advantage of a loved one?

I see reports about fraud in the family and am never sure who has the right stats. The National Council of Aging reports one set of metrics, and a recent report from AARP says that 75 percent of the abuse is committed by family, friend, or neighbor. Regardless of the figures, I hope that everyone […]

Advance wish planning for dementia can be a godsend to your loved ones

Advance wish planning for dementia can be a godsend to your loved ones

Documenting your thought on specific care issues long before you need them will be beneficial to everyone.

Do your loved ones have an Umbrella Insurance policy?

Do your loved ones have an Umbrella Insurance policy?

Two options to help protect your loved ones assets when dementia is diagnosed.

I’m waking up at night in a state of panic

I’m waking up at night in a state of panic

Do you know what to do and how to help if you needed to step in for your spouse?