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Category Archives for Financial and Legal Matters and Seniors

Wills & Estate Plans Are More Necessary Than Ever During Covid-19

When the reality of the coronavirus Covid-19 initially began to sink in, people everywhere rushed out to buy toilet paper, hand sanitizer, and other items essential for staying at home indefinitely. Now

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List of Important Items To Have Available During This Coronavirus

For years, before the coronavirus pandemic, we advised clients to have important legal and health documents in a file or folder and to tell family members the location of the file so they were available

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A Power of Attorney Guide for Your Parents

This article was originally shared on A Place For Mom As your parents age, it can become a struggle to respect their autonomy and independence while making sure you take all the right steps to keep them

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IRS Scam for Seniors

Beware of Fake IRS Agents

When I hear the stories of seniors who get scammed, it just breaks my heart. That’s why I wanted to share the article below. This was part of a series on “Scam Me If You Can” as seen

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Will Your Heirs Get the Cash You Want Them to Have?

Blank or missing paperwork can send pension, IRA and 401(k) money astray You’re probably tired of my yammering about having the correct beneficiaries listed on your retirement plans. If you die suddenly,

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Five Budgeting Strategies for Those Who Want to Age at Home

This article was originally shared on Easy Living  Frugal Living Tips for Seniors: Budgeting Strategies for Aging Wisely at Home 1. Get organized and simplify your financial life. How much time are you

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“My dog ate my socks while climbing Mt. Kilimanjaro” (a wacky obituary)

Who’s going to fact check an obituary? That was the perspective of Norma R. Brewer when she penned her own obituary. You can’t blame her! The obituary claims the cause of the 83-year-old

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caregiver support for aging parents

Why your estate would lose $50,000 when your neighbor loses $0

This article was shared by Katie Charleston Most of us think we have a “simple” estate. One with assets that aren’t worth that much. So the most basic estate plan possible

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caregiver support for aging parents

Don’t let your two left feet leave your estate in a mess

This article is written by Katie Charleston (Katie Charleston Law, A Professional Corporation)   Have trouble walking and chewing gum at the same time? Not Jennifer Lopez on the dance floor or Derek

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caregiver support for aging parents

Are Adult Children Responsible for Their Parents’ Debt?

This article was originally posted on Aging Care  Most adult children aren’t intimately familiar with their parents’ financial situation until Mom or Dad needs help managing money or a child begins

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