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Probate

The Probate Process Broken Down

In the absence of a will, the court will appoint a state administrator to handle probate. Probate law varies by state, but there are steps in the process that are common. Probate is the legal process for authenticating a deceased…

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Millennials

How Millennials Are Planning Financially

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials' formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an international banking crisis,…

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Leaving Well

How Seniors Can Leave Well

Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we want our dying to be meaningful and merciful, it is imperative that we think about it while we still can. Most…

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Identity Fraud

Seniors Are Targets for Identity Fraud

The largest coordinated sweep of identity fraud involving US seniors has recently been conducted. The US Department of Justice has reported that more than one million elderly people have collectively lost hundreds of millions of dollars because of this targeted…

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