Wealth Notes

Special Needs Planning for Aging Parents

Risks of Leaving POD Designations on Your Accounts

A common strategy to avoid probate is making a POD

How to be your own Healthcare Advocate

You don't have to suffer if you aren't happy with your healthcare treatment.

Did your loved one leave a Will?

Being Prepared for Long-Term Care

Long-term care planning involves considering options for future medical and personal care

Protect Your Wishes and Secure Your Legacy

Here are a few key benefits of estate planning

A Gift to Secure Your Family’s Future

Here are a few key steps you can take to secure your family's legacy and well-being

Residents Beware, You Too Can Fall Victim To A Scam

Trusting senior citizens can be some of the easiest targets for scammers

Staying Active and Healthy in Your Golden Years

Staying active and healthy is important at any age, but it's especially important for seniors.

Understanding the Role of Your Durable Power of Attorney

Designating someone as your durable power of attorney is a big deal and comes with a lot of responsibility.

Tips for Personal Representatives of an Estate

Here are some things you should know to help you get off to a good start on your duties.

Independent vs. Dependent Living

When is it time?