Healthy Living During the Holiday Season

The holidays can be a festive and happy time of year when we connect with family and friends and enjoy celebrating.  It is also a time when we want to be in the best of health so we can take part in all of the different activities going on around us.  Here are some healthy… Read More »

Becoming Your Loved One’s Caregiver

Being a caregiver to someone with advanced mental or physical needs can be difficult and stressful.  When the person in need of these services is part of a family, the responsibility for their care will often fall to those closest to them.  While taking on this role one may seem like a logical and compassionate… Read More »

Legacy Trust and Your Family

Someone preparing an estate plan often wants to designate that certain funds, possessions, and resources be passed on to family members.  When there are significant assets, the individual may wish to leave their estate in a manner which can continue to generate income and increase in value for the benefit of their family continually.   In… Read More »


Senior Safety Travel Tips for the Holidays

The holidays can be a festive and joyful time when family members travel to see one another.  For seniors, this can mean driving or flying long distances to see grandchildren and other loved ones. With all the activity this time of year, there could be an accident.  The good news is that by practicing care… Read More »

Timeshares and Your Retirement Plan

Timeshares are vacation properties which are co-owned by different people to be used at different times throughout the year.  Often, potential purchasers are approached about timeshare ownership when they are enjoying a vacation or through advertising.  For those entering retirement, a timeshare at a holiday destination may be an appealing option.  However, it is vital… Read More »

The Family Cottage and Your Estate Plan

Family cottages can be places where families can come and enjoy time together throughout their lives.  As the owners of this type of property plan for their estate, they will have to make decisions about the future of their vacation property while considering the needs of their family.  Here is what you need to consider… Read More »

When it is Time to Change Your Power of Attorney

Two critical pieces of any estate plan are the powers of attorney for medical care and for finances.  These designations are essential because they allow you to name the person you want to make choices about these subjects for you if you become incapacitated.  After they are designated, the people in these roles will have… Read More »

Remaining Healthy and Active During Retirement

Beginning retirement can be an exciting time when you will want to travel, see friends and family, and enjoy favorite pastimes and recreation.  One of the best ways to ensure that you can fully participate in these kinds of activities is to take care of your body.  Here are some tips for remaining healthy and… Read More »

Challenging Guardianship

When an individual is no longer able to take care of their basic needs, it may be necessary for a loved one or other concerned party to ask a court to appoint a guardian to make decisions on their behalf.  Situations can arise, however, where a proposed ward disagrees and wishes to challenge this appointment. … Read More »

Common Problems of Trustees in Trust Administration

Trust can serve a variety of functions such as preserving family assets, avoiding estate taxation, and keeping wealth out of the probate process.  While these invaluable legal constructs can serve to protect what you have built their management can be complicated.  Here are some common problems of trustees in trust administration. The Trustee When a… Read More »