Should You Sell Your Life Insurance Policy?

Common Problems of Trustees in Trust Administration

Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called “life settlements,” can bring in needed cash, but are they a good idea? If your children are grown and your mortgage paid off, you may decide that there is no longer… Read More »

What are you thankful for?

“Now and then it’s good to pause in our pursuit of happiness and just be happy.” ~ Guillaume Apollinaire  Thanksgiving is a time to gather with family and friends and give thanks for our many blessings.  I think it’s natural sometimes to focus on what we don’t have instead of the things we are grateful… Read More »

Financial Elder Abuse

It’s a Serious Problem and Here’s what You Can Do About It Financial elder abuse is a major issue that’s not often discussed, publicly or privately. It’s a subject that’s easy to sweep under the rug. However, over the past several years, the subject of financial elder abuse has been making more and more headlines…. Read More »

“You’re Not Alone” Book Release

As you know, I work every day as an advocate for seniors and their families as they struggle with important legal and family issues.  One of the scariest moments our clients face is when a family member or loved one has been diagnosed with dementia or Alzheimer’s disease.  Over 5.8 million Americans are currently living… Read More »