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Helping our loved ones enjoy their golden years to the fullest.


What Is a Digital Estate Plan? (And Why Do You Need One?)

You already know an estate plan can make it easier to transfer your financial assets and physical property after death. But do you have a plan in place for your digital assets? Digital estate planning is a way to make provisions for all of your online accounts, from Amazon to... more


When Does Your Loved One Need a Guardian or Conservator?

Choosing to become a loved one’s guardian or conservator is a serious matter that requires court approval. This role requires a great deal of responsibility as you’re now legally responsible for another adult, whether that be a parent, sibling, or spouse. And depending on the mental state of your loved... more


What You Need to Know About Testamentary Trusts

The two most common types of trusts are revocable living trusts and irrevocable living trusts. But those are hardly your only options: Some people prefer a testamentary trust, which isn’t actually established while you’re alive but, instead, after your death. Not sure if it’s the right option for you? Read... more


Revocable Living Trusts: The Basics

Revocable living trusts are one of the most common forms of trusts that people put in place to protect their assets upon death. Here’s what you need to know about how they work, the pros and cons, and how to set one up. What is a revocable living trust? Think... more


Should You Consider an Irrevocable Trust?

The word irrevocable evokes permanent, set-in-stone arrangements. And that’s exactly what it means in describing this type of trust. Once you establish and fund an irrevocable trust, there’s no going back (except for in very rare circumstances, such as a charitable trust needing to change to stay compliant with shifting... more


4 Ways to Avoid Probate

It is a truth universally acknowledged that probate is a major pain. It requires that an executor or other representative appear in court and get legal approval to distribute the deceased’s assets. Probate costs a lot, in terms of time (months, even years) and money (legal and accountant fees). Nowadays, though, there... more


What Is an Executor and What Do They Do?

Naming an executor is one of the most important elements of a last will and testament. After all, an executor is the person you entrust to make sure your final wishes are carried out. Understanding exactly what an executor is—and what they’re supposed to do—can help you name the right... more

Top 11 caregiver duties to know

Caregiver duties are wide-ranging. One moment a caregiver may be shopping for meals or cleaning the carpet and the next they could be discussing medication dosage with the pharmacist, or arranging transportation for a specialist appointment. The caregiver, whether a professional or a family member, is responsible for ensuring continuity... more