Be Aware of this 2020 Fraud Scheme

  • February 12, 2020

Welcome to the new decade, replete with new challenges to protect yourself against ever-inventive scam artists. One concern has a simple fix but requires your commitment to add two additional digits when signing or writing documents, letters, emails, and more.…

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The Importance of Seeking Counsel Before Selling the Family Home

  • January 30, 2020

Actions Without Guidance After Maria’s husband died, Maria’s daughter, Debbie, persuaded her to sell the family home and move into Debbie’s mother-in-law cottage.  That way they  could  stay  close, and  Maria  could  invest  the money  from  the  sale  in  a  nest egg…

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Hackers Compromising these Everday Devices

  • January 16, 2020

The internet of things (IoT) is responsible for many conveniences via embedded electronic devices, and many seniors are making use of these technologies. It is becoming increasingly common for everyday items like refrigerators, thermostats, and doorbells to be internet-connected making…

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What You Should Know About the Gift Tax

  • January 9, 2020

The gift tax is a tax on the transfer of assets, cash or property, to another without receiving something of equal value. The asset has to be of a certain value for the tax to apply; otherwise, it falls under…

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Considerations When Caring for an Aging Parent

  • January 3, 2020

It is essential to bring up a parent's aging expectations and set goals together even though initial discussions may be uncomfortable. Often, an exploration into a parent’s future thoughts about health, finances, and residential plans can make the difference between…

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