Month: March 2024

Financial exploitation of older adults is a growing concern. As our parents age, they may become more vulnerable to scams, fraud, and financial abuse. Advances in technology, especially in the field of artificial intelligence (AI), make it even easier for scammers to...

One estate planning mistake that people make frequently is that they don’t review their plan once they put it in place. It is a problem to put off estate planning for too long, procrastinating and risking passing away without a plan. However, it is also an issue if...