Sep 21, 2023 | Exploitation
The First Step In Stopping Financial Exploitation. The financial exploitation of older adults is a deeply troubling and unfortunately rampant issue. Seniors are often targeted because they may be more vulnerable, isolated, or unaware of the deceptive tactics used by...
Aug 30, 2023 | Estate Planning, Wills
5 Reasons You Need a Will or Trust | A Few Of Them Surprising What happens to our assets after we pass away? While the conversation may be uncomfortable, the reality is that without a proper estate plan in place, you leave behind a host of legal complications that...
Jul 31, 2023 | Estate Planning
Powerful Tools To Bring Peace of Mind and Safeguard Your Legacy. As we journey through life, we strive to build a legacy, create cherished memories, and provide for our loved ones. However, contemplating the inevitability of aging and mortality can be daunting....
May 7, 2023 | Estate Planning, Exploitation
Start With Expecting and Protecting Yourself Against Scams. We’ve had 2 cases come to our office in the last 3 months, each a victim of a scam. The first was a woman who gave $2 million to a scammer and the second was a gentleman who gave $7 million to a...
Aug 24, 2020 | Uncategorized
Questions To Answer “Wills Or Trusts?” To make the right choice, there are some very important questions and discussions that need to happen to make the right decision. Questions We Ask To Determine If You Should Do A Will Or Trust: Is this a second...
