All tagged strategy

How Can I Protect My Family If I’m Diagnosed with Dementia?

: In 2022, the world learned that actor Bruce Willis had been diagnosed with aphasia, a condition that affects speech and language. A year later, his family shared that his condition had progressed to frontotemporal dementia (FTD), a rare brain disorder that impacts behavior, communication, and decision-making.

Willis’ diagnosis was heartbreaking—but it also serves as a powerful reminder that incapacity can strike anyone at any time. Planning for it isn’t just smart—it’s one of the most compassionate things you can do for your loved ones.

Don’t Wait: The Real Cost of Delaying Estate Planning

If you’ve been thinking about retirement, helping aging parents, or planning for the next phase of life, now is the time to make sure your own affairs are in order. One of the most overlooked—but most critical—steps is creating or updating your estate planning documents.

It’s easy to put it off. Life is busy, and you may feel healthy and capable. But waiting to take action can carry real, lasting consequences for you and your family.

Are You Playing the Long Game? You Need a Strategy for Your Long Term Care Plan

When planning for disability and end of life, it is important that the plan be made early while you are still competent to express your wishes regarding care. One of the greatest concerns is what will happen to your spouse should long term care be required. Federal and State laws provide some protection of assets for the benefit of the community spouse, but planning ahead will allow you to maximize the amount that can be protected.