Category: Articles

  • Adequate, Equal, Equitable or Fair?

    Parents often struggle with the concepts of equal, equitable, fairness and adequacy when it comes to the distribution of their assets among their children. Defining these terms will help us make the decision that  most closely reflects our intention.

  • Estate of Mind

    Remember the classic Abbott and Costello comedy routine, “Who’s on First?” The longer they banter, the more their  frustration grows due to their seeming lack of understanding of the game they are discussing — and hilarity ensues. Similarly, the language of estate planning can give rise to problems for the uninitiated, but the problems that…

  • Tips for Dividing an Estate

    Dividing tangible personal property is a task that often causes problems for a personal representative and between heirs. A will typically directs that property with monetary value is to be sold and the proceeds deposited into the estate account. But what happens when the property has no real value but the sentimental value is priceless?

  • Navigating Your First Year in Retirement

    Like most Americans, you’ve probably spent years working to achieve the retirement of your dreams. Then there comes a point when this career milestone changes from a distant goal to an imminent reality. You can make your first year away from work more rewarding and less stressful when you take the time to anticipate  potential…

  • Good News for Seniors Taking Insulin

    If you or someone you know is a Medicare beneficiary and is also prescribed insulin, the new Insulin Senior Savings Program is worth looking into.

  • Social Security FAQs

    You may need Social Security when you  least expect it and we’re here to make sure our information is always accessible to you. Whether you’re planning for your retirement years in advance or thinking about applying today, you probably have questions.

  • Continue Vigilance While Protecting Kūpuna

    Kūpuna are the most vulnerable to online  scams due to social isolation during the pandemic. We must stay vigilant, as  scammers use more sophisticated ways to steal your personal identity, shame you of your self-worth and steal your life’s legacy. Here are some important tips to avoid becoming a victim…

  • Montessori Method of Dementia Care

    Meaningful, familiar and ability-matching activities for those with dementia is the goal of the Montessori method of dementia care. Long-term memories can be unlocked through engaging in familiar tasks.

  • Guardianship vs. Conservatorship

    While there have been terrible examples of guardianship abuse cases in the news, there are also thousands of individuals who are benefiting from ethical, well-disciplined guardians.

  • Making Wise Choices for Our Kūpuna

    We all need help at some point in our lives — and this is true especially for our aging loved ones. However, it can be overwhelming to choose among the variety of help that our kūpuna can utilize as they progress into aging.

  • The Benefits of Aging at Home

    The many benefits offered by aging at home cannot be overlooked when deciding whether to consider at-home care for kūpuna. Here are some of the most valuable…

  • Check for Signs of Oral Cancer

    April is Oral Cancer Awareness  Month and it’s the time of year to remind seniors and loved ones to visit the dentist. Did you know a routine visit to the dentist also includes a screening for oral cancer? While they look for signs of decay (cavities) and gum disease, they’re looking for typical warning signs…