Category Archives: Wills

Ten Reasons You Should Update Your Estate Plan

You have completed a will and perhaps a revocable living trust. Your durable power of attorney for healthcare and a living will are accompanied by a HIPAA release. All of your records are safely in place and carefully organized.

So you now are finished with your estate planning. Or are you? Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan? Continue reading

Gifts of Home

Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space. Other families think they want to purchase a home that they can enjoy for many years. By the time you reach retirement age, you probably have an empty nest. The children or other family members have now moved on and are creating their own homes. Some individuals at that point decide they like their home in their neighborhood and would like to stay there for their lifetime. Others might want to sell the larger property and move to a condo or retirement community. Continue reading

Simplified Smartphone Options for Tech-Shy Seniors

I’m interested in getting my 72-year-old mother a smartphone, but want to get one that’s very easy for her to use. What can you recommend? There are several different ways you can go about getting your mom a simplified smartphone that’s easy for her to use. Depending on how much you’re willing to spend, here are some different options to consider. Continue reading

How to Find and Hire a Good Home Care Worker

What is the best way to find a good in-home caregiver for my elderly mother?

Finding a good in-home caregiver that’s dependable, likeable, trustworthy and affordable can be challenging to say the least. Here are some tips and resources that can help. Continue reading

Four Costly Estate Planning Blunders

Think your documents are bulletproof? Check again to avoid these common mistakes. Continue reading