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Estate Planning & Financial Safety

Learn about estate planning, beneficiary decisions, fraud prevention, financial safeguards, and protecting assets for yourself and your family.

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01 Do I need a will or a trust? Compare two common ways to plan for your family and assets. 02 What are the signs of elder financial abuse? Learn what financial exploitation can look like. 03 How can I spot a retirement scam? Recognize common warning signs before harm occurs.

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Estate Planning & Financial Safety articles

Recent guides and practical explanations from across this topic.

What is elder financial abuse? Warning signs Estate Planning & Financial Safety
• 16 min read

What is elder financial abuse? Warning signs

Key takeaways Elder financial abuse can start several different ways: a family member stepping in after a health scare, a…
Ricardo Ramirez Ricardo Ramirez
The importance of an ethical will vs. a living will for retirement planning Estate Planning & Financial Safety
• 18 min read

The importance of an ethical will vs. a living will for retirement planning

Key takeaways There is a version of retirement planning that gets done thoroughly and still leaves something out. The accounts…
Ricardo Ramirez Ricardo Ramirez
5 common retirement scams and how to spot them Estate Planning & Financial Safety
• 13 min read

5 common retirement scams and how to spot them

Key takeaways Retirement represents something financial predators understand well: a concentration of accumulated savings, often in accessible accounts, held by…
Ricardo Ramirez Ricardo Ramirez
All Retirement Planning Health, Housing & Lifestyle Retirement Timing & Readiness