Estate and end-of-life preparation are two topics that frequently make individuals nervous. Many people seem uncomfortable or anxious while discussing such things, or appear too big and hard to consider. This does not have to be the case. Use this estate plan review checklist for a starting point. This list is not all-inclusive, but itContinue reading “Estate Plan Review Checklist”
Monthly Archives: June 2019
The Crack Down on Senior Fraud
The Crack Down on Senior Fraud is coming. U.S. Senators Susan Collins (R-ME), Chairman of the Senate Aging Committee, and Amy Klobuchar (D-MN) co-sponsored the Seniors Fraud Prevention Act, which the Senate Commerce Committee has approved. The bill is now awaiting review by the full Senate. The Seniors Fraud Prevention Act (S. 512) would helpContinue reading “The Crack Down on Senior Fraud”