Make sure you have the right documents and people in place to protect you and your wishes. By James Ward James Ward I encourage you to get your estate planning documents in order —and make [...]
Be careful about cryptocurrency. Protect yourselves. Seek advice from people you already know and trust. By James Ward James Ward Have you already bought some Bitcoin? Are you getting ready to buy? How much will [...]
Some people leave money to people even if they don’t care about them, just because they’re related By James Ward James Ward We frequently discuss whether a 20- or 25-year-old child or grandchild can handle [...]
Who will make the right decisions to care for you as you age? By James Ward James Ward People frequently think of a living trust as simply a mechanism to transfer their assets to their [...]
Always ask yourself: Will things work out in the end as you really intended? Is this the right thing for me to do at this time? By James Ward James Ward As an estate planning [...]
The main entry point of the elder scammers is the landline phone. By James Ward James Ward My client’s wife was ill, and then soon after she died. She had dementia for a few years, [...]
"As people progress through a mental decline, others around them have to realize the person in front of them is no longer the same person they knew before." By James Ward James Ward You very [...]
"My first exposure to this was when my father was ill and on several different medications and he just didn’t seem like his normal self." By James Ward James Ward As people age, they often [...]
Learn to watch out for yourself, and learn to have more than one trusted person looking after you. Try a system of checks and balances. By James Ward James Ward Can you imagine that you [...]
Watch out for con artists taking money out of your bank account By James Ward James Ward California recently ranked 48 out of 51 for elder abuse protections. (51 is the 50 states plus the [...]