Ensure a Bright Future With a Family Special Needs Trust
During this fourth quarter of 2023, we recognize National Estate Planning Awareness Week and World Mental Health Day. These occasions inspire me to think about the challenges faced by individuals who advocate for and safeguard the interests of loved ones with mental or physical disabilities — individuals who will ultimately depend on government-funded programs that provide essential medical care, housing, and ... CONTINUE READING
Your Holiday Reading List: Expert Financial Advice for Every Generation
No matter the economy, time of year, or stage of someone’s life, money is on people’s minds. According to a July 2023 report from LendingTree, “56% of Americans say they’re worried about their future financial situations, with 35% losing sleep over money.” The study further breaks down the percentage of this financial fear per generation. It found that over 50% of every age group, from Gen Z to baby boomers, were worried about their finances. Gen Xers (ages 43–58) had the ... CONTINUE READING
A $14,000 Christmas Miracle
When truck driver Carl opened his trailer door to a news crew in 2022, he did not appear to be in the mood for company. The 72-year-old East Idaho resident initially seemed standoffish and skeptical of the unexpected correspondent and his camera, asking several questions about why they were visiting him. But when reporter Nate Eaton handed Carl an early Christmas gift from “an anonymous person,” he warily relented and invited the crew ... CONTINUE READING
