A thoughtful look at advanced funeral planning and how it provides financial security, clarity, and peace of mind for both individuals and their families.
Category: Financial Services Articles
Don’t Take the Bait: Tips to Avoid Scams
Practical, easy-to-follow tips from the City of Charleston’s Office on Aging to help older adults recognize scams and protect their personal and financial information.
Guardianships and Conservatorships Protect Our Loved Ones
Guardianships and conservatorships help protect loved ones who can no longer manage personal or financial decisions. Learn how these legal tools work and when they’re needed.
What You Don’t Know Can Cost You: 5 Tips to Stay Ahead of the 2026 Big Beautiful Bill
The One Big Beautiful Bill Act includes major tax and estate planning changes that could affect retirement, gifting, deductions, and long-term financial planning.
Securing Your Golden Years: A Guide to Insurance for Seniors
clear, accessible guide to key insurance options for seniors—including Medicare Advantage, long-term care, life insurance, and annuities—to help you plan with confidence.
Trust vs. Will: Understanding the Key Differences
North Carolina elder law attorney Louise M. Paglen explains the key differences between wills and trusts, and when each may be the right choice.
Cash Buyer, Mortgage, Payment, or H4P
by Mark Schumacher, Home Equity Retirement Originator, Retirement Funding Solutions In 2009, the US housing market was hurting. Home… Read more »
Ask the Expert: What is the 5-Year Medicaid Lookback?
The Medicaid 5-year lookback can delay benefits if assets are transferred too late. Learn how early planning and trusts can protect your eligibility.
Tips for Easing the Transitioning Process for Seniors
Practical tips for seniors to make selling a home and moving into a new space smoother, less stressful, and better organized.
The Power, and Peril, of Powers of Attorney
Powers of Attorney can protect your interests or put them at risk. Learn the differences between Health Care and Durable POAs, and how to choose a trustworthy agent.
