What was at the top of your to-do list in your 20's and 30's? Many millennials likely have graduating, getting a good job, traveling, and buying a home at the top of their lists. However, most don't even consider estate planning. Thinking about estate planning early on is important for success later in life. It is never too early to start thinking about estate planning. According to this USA Today [...]
Talking to your kids about aging is not an easy task for anyone. There are plenty of articles that discuss how kids can talk to their parents about aging. But there are very few that talk about the aging parent starting the conversation. When talking to your kids about aging, there are many things to consider. This article in US News says it can be an uncomfortable topic to bring up. [...]
Please join Morris Hall attorney, Jon Linford, and Licensed Fiduciary, Ron Goldman, on Tuesday, January 16th from 10:00 AM to 11:00 AM at the Mary D. Fisher Theatre in Sedona, Arizona. This event is FREE and will answer your questions including: What is a Fiduciary? What roles do they play? Why people use Fiduciaries? Costs involved? What role does a Trustee have in your planning? Who should you choose to [...]
Forbes magazine calls Alzheimer's the most costly disease in medical history. Due to the length of time people live with the illness and need care, it’s the most expensive medical condition in the U.S. and perhaps the most costly disease in medical history. Future costs for Alzheimer’s threaten to bankrupt Medicare, Medicaid and the life savings of millions of Americans. My grandmother had Alzheimer's disease as did her twin sister. [...]
When someone calls for help for their loved one, we are happy to hear that they have Long Term Care insurance. Depending on their policy, this can help relieve the financial burden with varying reimbursement offered for caregiver support, assisted living or nursing home expenses. With the high cost of elder care, it can make the difference between someone being able to afford the help that they truly need. There [...]
From KIPLINGER.COM A few months before my mom's 66th birthday, a doctor diagnosed her with Alzheimer's disease. At that time -- November 2008 -- she was exhibiting symptoms of the early stages of dementia, such as short-term memory loss. In July 2009, another doctor confirmed the Alzheimer's diagnosis and also said she had white-matter disease -- another possible contributor to her dementia. By then, she could still handle daily tasks, [...]
From AARP.ORG: Your loved ones aren't getting any younger, and the economy isn't getting any better. The two trends might have something in common, and that's why it is so important to help your family members organize their important financial documents, to learn more about their financial resources, and to help protect them against scams. What should you do to ensure the safety of your loved ones' financial security? Get [...]
From AZAG.GOV: Elder abuse is a serious problem. In Arizona, between 4,600 and 6,900 seniors will experience some type of abuse each year. Reports of abuse have increased 150% over the last decade. Older adults may become vulnerable due to isolation, physical or mental disabilities and dependence on others for assistance. This vulnerability makes them easy targets for physical, emotional and sexual abuse, neglect, financial exploitation and fraud. Abuse always [...]
