Trusts, Privacy, and a Little Respect

People often ask us questions like “How much money in assets should I have to warrant doing a trust?” Our answer revolves around questions such as “What are your concerns?” and “What are you trying to accomplish?”  A significant reason that people choose to do trusts is that trusts are private.  Notice only goes to the beneficiaries about the trust once a person becomes a beneficiary.  With a will and any type of probate action, all of your natural family and heirs receive notice, and all of your estate information is public.  One might say that telling a disinherited child that they are disinherited in a million-dollar estate—and that there is an open probate to which they can object—is kind of like “poking a bear.” 

One of our favorite Pandora internet radio stations is the Aretha Franklin station.  We appreciate all that Ms. Franklin accomplished in the arenas of civil rights and women’s progress, but at her passing, she joined the estimated 70% or more of the U.S. population who have completed absolutely no estate planning.  The following article about Aretha Franklin addresses some of the potential problems that can occur in cases like these.

Click HERE to read the full article.

How to Make Flying With Disabilities Less Stressfull


If you’re nervous or anxious about flying with a physical disability, it may not be as bad as you think!

If you have one of the best airline credit cards, you’ll save money by booking award flights with miles and points.  And many of these cards also have perks like airport lounge access and priority boarding which can make your flying experience much less stressful and more accessible.

Having access to an airport lounge, for example, can provide you with a calmer atmosphere while you wait for your flight.  And priority boarding can help you board earlier and get settled into your seat before everyone else so you don’t feel rushed.  Miles and points can also make Business or First Class seats attainable for folks who need extra legroom, which comes in handy on a long flight!

Click HERE to read the full article.

102-year-old runner Ida Keeling setting race records

Ida Keeling, 102, still running despite have arthritis in her hands and knees. She is so inspiring!


Click >> HERE << to watch her video.

Financial Crimes Against the Elderly

Two-thirds of financial crimes against the elderly are perpetrated by family, friends or other trusted individuals, Wells Fargo survey finds.

Click >> HERE << to read the article.

The Barber Helping Men with Dementia

There are some people that are simply amazing. 

Click >>HERE<< to see how great Lenny is!!

Dr. Seuss Does Advance Directives

Dr. Seuss Does Advance Directives: A Tim Boon Poem |

See video—->HERE<–

Barbara Bush

It seems Barbara Bush's death  has brought up some End-Of-Life debates.

Click —->HERE<—-To Find Out More About It.

2018 Top Scams

A little mid-week reading for you. The Senate Committee on Aging has released their 2018 Fraud Book, listing the top 10 elder scams of 2018.  Fighting Fraud: Senate Aging Committee Identifies Top 10 Scams Targeting Our Nation’s Seniors  lists the top 10 scams of the year, based on reports to the hotline, which are…


Click—->HERE<—-To find out

The New Medicare – Everything You Need to Know

The new cards will address some concerns by removing each member’s Social Security number and replacing it with a new, randomly generated 11-digit “Medicare number” (some capital letters are included).

Click—–>Here<—– to Read More

Obituary Scams

I had never thought of these possibilities. I guess obituaries should be "short n sweet".

Click —>HERE<— to read article.