AIM

2021

Elderly scammers

Detecting exploitation in the elderly

The holiday seasons bring additional possibilities for third-party scammers, exploiting the good intentions of people who want to believe they are making a charitable donation to help those less fortunate. Auto call lists that easily identify older victims and the ubiquitous online world of emails, fake mirror websites, disingenuous GoFundMe pages, even postal mail scams […]

Detecting exploitation in the elderly Read More »

planning for goodwill

Planning for Good Will

What if the joy of the holiday season doesn’t quite measure up to what we had hoped? It seems almost inevitable that connecting with family can run into disagreements. Since the pandemic things have changed from what they once were – or the change you hoped for still hasn’t happened yet. The holidays are an

Planning for Good Will Read More »

Estate Planning for Seniors and Near Seniors

Estate Planning for Seniors and Near Seniors

A 2021 Wills and Estate Planning Study of 2,400 Americans by Caring.com with YouGov finds that since 2019 the percentage of Americans aged fifty-five and older who have created a will has decreased from 60 to 44 percent. This decrease is as surprising a statistic as the increase of younger adults who now are sixty-three percent more likely

Estate Planning for Seniors and Near Seniors Read More »

estate planning mistakes

Use a blend of professionals to avoid estate planning mistakes

Assembling the right professional team to create your estate plan can provide you with the best advice and legal documentation to protect your legacy for your heirs. Aside from an estate planning attorney, who often specializes in elder law, you may need the services of a certified public accountant (CPA) and possibly even an insurance

Use a blend of professionals to avoid estate planning mistakes Read More »

Estate planning for entrepreneurs

Estate planning for entrepreneurs

Entrepreneurs share specific characteristics: motivation, creativity, persuasiveness, risk tolerance, versatility, vision, innovation, communication and collaboration, flexibility, and decisiveness. These individuals create new businesses bearing most of the risks and reaping most of the rewards if successful. Because of their innate attributes, an estate planning process can be markedly different from others because entrepreneurs often have

Estate planning for entrepreneurs Read More »

Scroll to Top