Dear Hayek, Estate planning is very important, in my opinion. Inflation, however, has made many of us reconsider our priorities when it comes to our financial futures. Is there any correlation to inflation and people seeing … [Read more...]
Print This PageCritter Corner: Do People See More of a Need for Estate Planning Due to Inflation?
October 13, 2023 by
Critter Corner – Navigating Open Enrollment: Kaiser Family Foundation (KFF) Offers Three Helpful Resources
October 6, 2023 by
Dear Kiwi and Mango, Medicare Open Enrollment is right around the corner. Are there some helpful, reliable resources I can use to help make decisions about coverage? Thanks for your help! Dee Tales -- Dear … [Read more...]
Print This PageCritter Corner: What Are Some Ways to Incorporate Charitable Giving into Your Estate Plan?
September 29, 2023 by
Dear Hayek, I want to include charitable giving in my estate plan, since I have some causes that I am passionate about and heard it is a good way to reduce taxes. What are some ways that I can do so? Thanks for your … [Read more...]
Print This PageCritter Corner: How to Get Alerts When Your Personal Information Appears Online
September 8, 2023 by
Dear Hayek, Recently, I’ve read several news stories about an uptick in identity theft and other scams where scammers can get your personal information online and use it against you in trying to perpetrate a scam. Is there any … [Read more...]
Print This PageCritter Corner: Getting Started with Downsizing and Decluttering
September 1, 2023 by
Dear Angel, My sister recently retired and upsized to buy her dream home. She’s thrilled to have the space she felt her home lacked before and was glad not to have to get rid of too much stuff. (She has many collections she … [Read more...]
Print This PageCritter Corner: August Is National Make-A-Will Month!
August 24, 2023 by
Dear Raider, I read somewhere that August is National Make-A-Will Month. My wife and I are thinking about doing our estate planning soon but feel like we should be more prepared prior to getting started. What do you suggest I … [Read more...]
Print This PageCritter Corner: How Does Estate Planning Help Families Avoid Feuds?
August 11, 2023 by
Dear Kiwi and Mango, I heard somewhere that not having estate planning in place can make family feuds more likely. Can you explain why? I need to convince my family to come in and get our estate planning done. Thanks so much … [Read more...]
Print This PageCritter Corner: How Do Seniors Use Devices to Age-in-Place?
August 4, 2023 by
Dear Angel, My father wants to age-in-place for as long as possible. He’s not sold on the idea of using assistive technologies, and frankly doesn’t know much about them. I am trying to get him to open up to the idea, for his … [Read more...]
Print This PageCritter Corner: Lifestyle Tweaks that Could Lengthen your Life 23+ Years!
July 28, 2023 by
Dear Hayek, I heard somewhere that there are things you can do to increase your lifespan dramatically. What are some of those lifestyle tweaks? Thanks for your help! Liv Longur --- Dear Liv, You’re correct. … [Read more...]
Print This PageCritter Corner: How Can You Tell if a Loved One is a Victim of Financial Exploitation?
July 21, 2023 by
Dear Raider, My aunt has been acting differently lately, and I think she could be a victim of financial exploitation. Once a social butterfly, she’s been isolating herself from family and friends. I stopped by while she was at … [Read more...]
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