Why Is It on the Rise? More and more people are shopping online for anything and everything. The internet is faceless. Shoppers are vulnerable because it's more and more difficult to know who to trust online. With the worldwide deployment of artificial intelligence, even the most authentic looking sites and offers can be faked. With 42+ years in IT, I have lived to see all of it, from the beginning to current day. I consider myself to be extremely savvy in technology, cap

Special Needs Trusts are designed to provide benefits to and protect the assets of individuals with various disabilities. These trusts are designed in a way to allow the person to be qualified for and receive governmental health care benefits, including long-term nursing care.   There are many considerations while choosing a trustee to manage a special needs trust. We have experience handling the multitude of unusual issues specific to special needs trusts, and we are fluent

John DePiazza from AD Fiduciary joins Mike Hackard and Brian Geremia from Hackard Law to discuss some intense, difficult, and sensitive...

Being a fiduciary can be difficult sometimes. Other times, they can be VERY difficult. Situations come up that have never happened...

It is vital to remember the brave who risk their lives for our safety and freedom. The journey our soldiers undertake during their...

There's always a lot of talk about what fiduciaries do and don't do. What happens when you hear about a professional fiduciary who not...

Caring for your spouse with dementia has benefits, but has unseen drawbacks as well

A Special Needs Trust is a special trust that holds title to property for the benefit of a child or adult who has a disability without...

Making You Look Like the Bad Guy Identity theft occurs when your personal identifying information is used by someone else without your...

What is Dementia? Dementia is actually not a disease in and of itself but, rather, a syndrome that is characterized by a collection of...

As you grow older, we're all learning the importance of movement. People who keep moving live longer and are inherently more healthy. ...

Seniors an feel lonely over the holidays, especially those that remind us the meaning and importance of family; gathering together to...

The National Council on Aging reports that approximately 25 million adults living in the United States aged 60 or over are living at or...

Independence Days Men & women fought and gave the ultimate sacrifice for all of us so that we may enjoy the freedoms we have today. What...

Each year we recognize the men and women who died in service of their country in the armed forces. Its predecessor, Decoration Day,...

Hiring a financial planner is one of the most important decisions you’ll ever have to make. It is, oftentimes, the first step toward...

Surviving the holidays without your loved one.

Choosing a trustee for a Special Needs Trust is a BIG deal. A very big deal. When you create a special needs trust for a loved one, you...

In our previous blog, we discussed how the role of the fiduciary is vastly important and must fulfill the duty of care, the duty of...

A fiduciary is an entity with the power and legal obligation to act on behalf of another in situations that require trust, honesty, and...