Elder Abuse & Estate Planning


Elder Abuse & Estate Planning

Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.


Dealing with Elder Care Issues

Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.


Addressing Care Options Now for Your Aging Parents

If you haven’t yet, you should start to address elder care with your parents to make sure that they are comfortable in their later years. It’s never too early to start preparing for the responsibility of caring for parents.


A Primer on Irrevocable Life Insurance Trusts

The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.


How to Estimate Retirement Expenses

By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.


Turning Monetary Gifts into Learning Experiences

Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.


Acquaint Grown Children with Your Financial Affairs

Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.


Fostering a Child

In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.


Business Loans to Children: What Parents Should Know

Here are some things to consider when lending funds for your child’s business venture.


Guardianship for Your Children: A Look at the Issues

Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.