Posts Categorized: Financial Planning

Over 75? You are More Likely to Have Debt

Mar 27, 2013 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Financial Planning

As more Americans reach retirement age and face the prospect of having to live on a fixed income, some elderly Americans are facing the reality of having to pay for debts that they hadn’t planned...

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The Toughest Choice of All – Choosing How to Die

Oct 22, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Financial Planning, Incapacity Planning

Though it can be seen as a crass calculation to make, determining how you want to face a final illness can have a great impact on you and your estate plan, as well as on...

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Vacation Planning Can go Hand in Hand With Estate Planning

Oct 17, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Financial Planning, Incapacity Planning

A lot of people don’t really know where to start when it comes to estate planning. If you’re having difficulty it can be a good exercise to look at estate planning concerns when you are...

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Financial Elder Abuse Continues To Increase

Jul 20, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Financial Planning

If you are worried that your elderly parents or grandparents may be vulnerable to financial abuse, you probably aren’t too far off the mark. A recent survey reports that 4 out of 5 professionals who...

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Money Traps Retirees Should Avoid

Apr 18, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Financial Planning, Retirement Planning

As thousands of Americans reach retirement age every day, the reality of managing retirement funds closely and living off a pension or fixed income can often be difficult. This difficulty can also be compounded by...

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3 Warning Signs of an Financial Scam

Apr 13, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Financial Planning

The elderly are often less able to judge situations that are potentially fraudulent or misleading. When you add internet communications to the mix, elder abuse scams can happen incredibly quickly. As more and more Americans...

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The Economy, Boomers, Blended Families, and Healthcare: An Estate Planning Disaster Recipe

Apr 4, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Financial Planning, Retirement Planning

If there is one sure-fire way to irrevocably damage family relationships, conflicts arising over inheritances have to be a top contender. When families argue over inheritances, expected inheritances, and money in general, these disputes can...

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Paying for Care Section for The Eldercare Channel of Guilford County, North Carolina

Mar 31, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Elder Law, Estate Planning, Financial Planning, Long Term Care

  Are you looking for senior resources in Guilford County, NC (Greensboro, High Point, Burlington, Kernersville) for yourself or a loved one?  Find all of the best local providers at The Eldercare Channel, a video-based...

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A Rarely Spoken of Estate Planning Concern – Sudden Wealth Syndrome

Mar 28, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Estate Planning, Financial Planning, Wills and Trusts

When you’re developing an estate plan, deciding who receives your property and how much you should give your children is often a rewarding process. Knowing that you will leave your children well off can be...

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Baby Boomer Retirements Are Changing Assisted Living Centers

Mar 26, 2012 / By: Cheryl K. David, Estate Planning Attorney

Category: Financial Planning, Long Term Care, Retirement Planning

For people born between 1946 and 1964, their expectations and desires when it comes to retirement and getting older are much different than those of the generations that have come before them. It’s estimated that...

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