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Estate Planning Odds n’ Ends

  • Estate Planning Odds n’ Ends
    January 2, 2023

    Estate planning is all about the details. Here are some scenarios – wills, gifting, Medicaid, powers of attorney, etc. – that have come up recently in helping our clients work through their estate planning decisions.

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  • Estate Planning With Dementia on the Rise
    January 2, 2023

    Although you may never have to deal with the challenges that arise with a dementia diagnosis, it is still vital that you complete your estate plan early, while you have the mental capacity legally required to make estate planning decisions and execute estate planning documents.

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  • Execute a Power of Attorney Before It’s Too Late
    January 2, 2023

    A durable power of attorney is an extremely important estate planning tool, even more important than a will in many cases.

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  • Exploring Your Best Senior Living Option
    January 2, 2023

    Ridgecrest is a long-time established retirement community in Davenport and offers several options ranging from monthly lease to a traditional LifeCare Plan.

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  • Financial Caregiving
    January 2, 2023

    We tend to only consider the physical aspect of caregiving: medication management, bathing, feeding, assistance with daily chores, etc. However, the financial aspect of caregiving, e.g., paying bills, handling banking, investment and insurance accounts, preparing and filing tax returns, is equally crucial.

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  • Help Protect Finances of Loved Ones With Alzheimer’s
    January 2, 2023

    If you have a loved one showing signs of Alzheimer’s or another form of dementia, you’ll obviously experience some strong emotions—and you’ll likely ask yourself this question: What can I do to help?

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  • High School Graduation: A Good Time for Financial Planning
    January 2, 2023

    Whether your child is graduating with their high school diploma or completing higher education, it’s important to help them plan for their financial future. You want to set a strong foundation for long-term financial stability by broadening their scope of financial literacy. Sharing the following tips can help prepare them.

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  • Hospice Care
    January 2, 2023

    The primary purpose of hospice care is to manage pain and other symptoms during the last six months of life where treatments focus on comfort rather than curing the underlying disease.

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  • How Dental Implant Placement and Aftercare Works
    January 2, 2023

    A dental implant is a metal post that is placed into the jawbone beneath or below a missing tooth (or multiple missing teeth). They serve as an anchor or root for a replacement tooth, which is typically a crown for single tooth replacement. They are non-removable (unlike dentures) and last much longer than dentures or fixed bridges on average. They also offer exceptional functionality benefits, allowing the patient to eat how they desire. Patients can also care for their dental implants the same way as they would natural teeth. 

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  • How to Choose a Trustee
    January 2, 2023

    When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect income, pay bills and taxes, buy and sell property, provide for your loved ones, and generally keep things organized and in good order.

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