News & Articles

  • How to Reduce Scammer and Spam Calls

    How to Reduce Scammer and Spam Calls

    Every year, thousands of people lose money to telephone scams — and the number is growing exponentially. Scammers are quickly adapting to more discreet and

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  • older woman on phone

    Senior Scams to Watch for in 2020

    Millions of seniors are targeted by scammers every year. Not only are seniors more likely to be targeted, but they lose more money on average

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  • A senior who is calculating his tax deductions after reviewing the key advantages to capitalize on for elderly individuals filing their tax returns.

    Deductions Seniors Filing their Tax Returns Might Not Know

    With age comes new opportunities, and this is especially true for seniors filing their tax returns. Many seniors are unaware of the tax deductions that

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  • Two women talk across a desk with a laptop during a trustee planning meeting in a modern office

    Everything A Trustee Can Do For You

    If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. Trustees, as a professional

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  • Old man and young woman, benefits of using a professional trustee

    Benefits of a Professional Trustee

    A professional trustee is a licensed professional that manages your trust when you become incapacitated or pass away. In the same way an executor handles your assets,

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  • Older woman and younger advisor review trustee documents on a tablet while seated on a sofa at home.

    6 Common Questions Trustees Ask

    Becoming a trustee is a big responsibility, which is why we want to make sure that if you are taking on this role that you

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  • Family reviews trustee paperwork and finances together at home table with laptop and documents open

    Family Pressures & Responsibilities When You Are the Trustee to Your Parent’s Trust

    When you are the chosen trustee for your parent’s trust, many different actions need to be taken when your parent passes away. These include organizing

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  • Woman helps senior sign power of attorney documents at a table while reviewing paperwork together

    Why Setting Up A Power Of Attorney Is Crucial For Your Future

    It’s a story that rings true for too many families, and usually doesn’t produce the ending they might have hoped for: a person becomes incapacitated

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  • Two older men jog through a park, illustrating ways for seniors to stay healthy and active

    Ways For Seniors To Stay Healthy

    As we age, it’s important to take care of all aspects of our lives, from our finances to our physical wellbeing. Staying active is a

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  • Four seniors stretch outdoors together, showing the benefits of daily exercise for seniors

    The Benefits Of Daily Exercise For Seniors

    Exercise is an important activity for people of all ages, but it’s even more crucial for seniors. Regular exercise can help improve your cardiovascular health,

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