How to Spot and Stop Financial Abuse of Elders

Posted by & filed under Elder Abuse, Retirement Planning.

A 2016 seniors study found that the average loss to elder financial abuse victims was $36,000. Financial exploitation of seniors has grown significantly over the past decade, spreading further and creating more and more financial adversity. This disastrous financial exploitation can be spotted and stopped if one can recognize the fraud and take steps to… Read more »

Four Tips For Effortless Estate Administration

Posted by & filed under blog, Estate planning.

Being put in charge of a loved one’s estate doesn’t have to be stressful. If you are the executor of an estate or successor trustee of a trust, then you have a legal responsibility to manage the assets of the trust or estate in accordance with both the will/trust and applicable State laws. According to Judy Martel… Read more »