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Older adults who live alone have the freedom that comes with a single life, but those who are the most content have taken the time to prepare for the future, which includes estate planning and planning for legal matters.

The decision to buy long-term care insurance vs. self-insuring is a common conundrum. If you can afford to self-insure based on your estate planning, then the choice boils down to whether you would like to retain the risk or share the risk with an insurance company.

A family member or close friend who is concerned about the mental and/or physical capacity of a loved one may decide to seek a formal appointment as the person’s conservator or guardian.

The volatile markets, along with the current pandemic that we find ourselves in, creates an opportunity to revisit both estate planning and financial planning for your family.

We have found ourselves in the midst of extraordinary times. As we focus on trying to prevent the spread of Covid-19, it’s important to also be prepared for the possibility of serious illness that can result in incapacitation or death. This is an opportunity to bring up a difficult but critical topic with loved ones — advance directives.