My child has special needs – what can I do to provide for him after my death?

A “pooled trust” is one option if you want to provide assistance for your beneficiaries. This trust pools the resources of multiple beneficiaries which are then managed by a non-profit organization. A benefit of this trust is that it can be used for beneficiaries of any age as opposed to individual disability trusts which can […]

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My grandchildren are minors – how can I establish my trust to change as they mature?

If your grandchildren are your beneficiaries, you and all parties involved should agree to the terms of the trust before anything is signed. Consider what life events your grandchildren will experience as they mature – college, weddings, or purchasing homes – and you can help them prepare for these events! You may establish the standards […]

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How can I spot a healthcare scam?

One way that scam artists target older adults is by offering fake healthcare services. There is often no benefit for the victims and the scammers will take off with the money/personal information. However, there are tricks to determine what services are scams and avoid them! Treatment for diseases with many forms: Cancer and Diabetes are […]

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