September 13, 2021 •
Estate Planning ![]()
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Read MoreJuly 6, 2021 •
Estate Planning ![]()
The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…
Read MoreJanuary 22, 2021 •
Estate Planning ![]()
For some older homeowners, a reverse mortgage can be a way to supplement retirement income, consolidate debts or cover expenses, like health care. For scam artists, they can be a lucrative tool to fleece people in their 60s and up out of large sums of money, or even their homes.
Read MoreJuly 29, 2020 •
Estate Planning ![]()
Long-term care insurance consumers -- usually upper-middle age and older Americans -- face enough hurdles in finding the best policies. Complicated contracts, high fees and charges and booming premiums await any long-term care insurance buyer.
Read MoreJune 30, 2020 •
Estate Planning ![]()
A constructive trust isn’t a trust in the traditional sense. For example, if you were creating a revocable living trust there are certain steps you’d need to take, including drawing up the trust document, naming a trustee, choosing beneficiaries and transferring property or other assets to the trust. This type of trust could be used to manage your assets during your lifetime and beyond, on behalf of your beneficiaries.
Read More
