The Spendthrift Trust

The Spendthrift Trust

Of course, you love your grandchildren, but you wish they were more “mature” in their decision-making.  You want to leave them part of  your estate, but you are concerned that they will “blow it” on the vagaries of youth rather than investing it for the types of assets you value as an adult.  What to do?

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National Cholesterol Education Month

National Cholesterol Education Month

September is National Cholesterol Education Month.  Its purpose is to shine a light on a silent condition that has no symptoms but can lead to heart disease through the blocking of your arteries. High cholesterol is often underappreciated as a significant health risk.  As a leading cause of heart disease, it is the leading cause of death around the globe.

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Scamming Seniors
How to Help a Senior

How to Help a Senior

While there is no such thing as “typical” seniors, as they age, there are a few basic lifestyle things a family or friend can do to make their lives more comfortable.

Nearly 15 million older adults in the U.S. live alone, many feeling that they would be a burden on their families if they were to move in with them.  In lots of cases they are ignored and cannot really maintain an active life without some help.  So how can you be helpful without destroying their sense of independence?

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National Eye Exam Month
Estate Planning When Your Spouse is Seriously Ill

Estate Planning When Your Spouse is Seriously Ill

Caring for a seriously ill spouse is an emotionally exhausting time of life.  But, at this time it is particularly important to talk about healthcare wishes and getting an estate plan in order.  When your spouse is seriously ill, the pain is increased by the anticipated loss of your life partner.

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Dealing with Edema

Dealing with Edema

Edema, once called “Dropsy”, is a condition that causes swelling in certain areas of the body.  It often emerges as a result of leaking capillaries which seep fluid into the surrounding tissues, producing the swelling.  It might not seem like a reason to seek medical help, however with older individuals particularly those with chronic medical conditions the situation could be serious.

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Preparing to Talk to an Estate Attorney

Preparing to Talk to an Estate Attorney

In our previous BLOG titled “Independence Day” we talked about what you should do to put your estate in a proper condition.  Part of that advice was to consult an Estate Planning Attorney.  This article talks about how to prepare for that meeting.

The meeting with your attorney will give you an opportunity to think about your wishes for the future and get organized.  It is not unlike preparing for a meeting with your tax accountant for your tax return if you do so.  You need to come with certain questions and your supporting documents.

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Your Independence Day
Father’s Day Thoughts

Father’s Day Thoughts

As we celebrate Father’s Day this week, some of us know Dads who are feeling or showing their age.  Therein lies the conundrum.  Do they need and do they want help?  Perhaps he can drive his car and take care of  his finances.  He can still do minor repairs on the house.  Sooner or later, however, he will need help whether or not he wants to admit it.

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