Staff

The Legal Stuff

Identity theft and the elderly — prevention and recovery

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Identity Theft and the Elderly — Prevention and Recovery Someone steals your parent's Social Security number. They

The Legal Stuff

Phone scams targeting the elderly — the calls that never stop

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Phone Scams Targeting the Elderly — The Calls That Never Stop Your parent's phone rings. It'

The Legal Stuff

Online scams and the elderly — email, social media, and internet fraud

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Online Scams and the Elderly — Email, Social Media, and Internet Fraud Your parent gets an email from someone

The Legal Stuff

The grandparent scam — how it works and how to protect them

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. The Grandparent Scam — How It Works and How to Protect Them Your parent gets a call or a

The Legal Stuff

Medicare and insurance fraud — how scammers target seniors

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Medicare and Insurance Fraud — How Scammers Target Seniors Your parent gets a call from someone claiming to be

The Legal Stuff

Digital estate planning — handling online accounts after death

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Digital Estate Planning — Handling Online Accounts After Death Your parent has lived most of their life before the

The Legal Stuff

Elder financial abuse — the crime that happens in plain sight

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Elder Financial Abuse — The Crime That Happens in Plain Sight Financial abuse of an elderly person isn'

The Legal Stuff

Irrevocable trusts — the Medicaid planning tool

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Irrevocable Trusts — The Medicaid Planning Tool An irrevocable trust sounds like a legal straightjacket. The word "irrevocable&

The Legal Stuff

Joint ownership — the simple solution that creates complex problems

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Joint Ownership — The Simple Solution That Creates Complex Problems Your parent's bank account has a "

The Legal Stuff

Transfer on death designations — the probate bypass

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Transfer on Death Designations — The Probate Bypass One of your parent's primary worries about their financial

The Legal Stuff

The executor role — what it actually involves

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Your parent named you as executor in the will. Executor means you're the person who manages

The Legal Stuff

Estate taxes — what most families actually need to know (less than they fear)

This article is for educational purposes only and does not constitute medical, legal, or financial advice. Every family situation is different, and you should consult with appropriate professionals about your specific circumstances. Estate Taxes — What Most Families Actually Need to Know (Less Than They Fear) The moment you hear "