Have you gotten an email from a Nigerian prince promising a generous reward if you helped him get his money out of the country? We all have. While those emails have become one of the most well-known examples of financial scams, the truth is financial abuse of the elderly has taken a far more sophisticated […]

When it comes to monetary gifts, nearly everyone is worried about the tax man. But actually, the tax man isn’t what should concern you most. Instead, it’s whether gifting is the right strategy for what you want to achieve. Here’s what we mean.      Will You Pay the Gift Tax? Only if You’re Really Generous    The number to […]

What do the Loch Ness Monster and long-term care have in common? They both scare people and are shrouded in myths. While we can’t help with a fear of the Loch Ness Monster, we can help ease anxiety surrounding long-term care by dispelling some common misconceptions. Let’s take a look at what’s fact vs. fiction.      Myth: “I’m confident I can […]

Recently the AlerStallings team took part in the Walk to End Alzheimer’s to raise critical funds to help fight the disease. While the walk takes place just once a year, there’s another way you can help fight Alzheimer’s year-round: by recognizing the warning signs.     Early recognition of symptoms can help you or your loved one get care sooner, which translates to more treatment options and […]

How They Work, What They Do (or Don’t Do) and How They’re Used   Regardless of life stage or approach, estate planning is an emotional process. That’s because the heart of the matter is often the care and well-being of someone you love, and for that, you want to be sure you’re employing the best tools possible. […]

Get the Facts on this Tough Question   The transition to a nursing home can be unexpected and hard enough—whether it’s you, a spouse, or a loved one that requires long-term care. Concern over losing a home doesn’t make that transition any easier. So, let’s get down to the facts.  Yes, your home may be used […]

You don’t usually get a heads up when a nursing home will be needed. That’s why so many people are caught off guard when it happens and make decisions under stress that they might not have made otherwise—including decisions that put their assets at risk. Thankfully, if you’ve found yourself in this position, the ship has not sailed on the opportunity to protect yourself, even if you’re already […]

We fully support learning a new skill. Refinishing furniture? Great! Learning to knit? Awesome! DIY estate planning? Uh oh.    There’s a learning curve for everything, and for some things that’s ok. The paint drips on the refinished table can be hidden. The sweater you knit that turned out comically too small might be perfect for […]

Help Make a Difference in this Year’s Walk to End Alzheimer’s®    The fight against Alzheimer’s is one we take to heart. That’s why we’ll be walking in this year’s Walk to End Alzheimer’s® to bring us one step closer to a cure. But we need your help.    Columbus Walk to End Alzheimer’s®  Sunday, Sept. 26, […]