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18 Jul Technology Challenged? Free Resources for Seniors!

Posted at 13:31h in Blog, Miscellaneous Services

Does this sound like anyone you know? Four months ago, Cindy Sanders, 68, bought a new computer so she could stay in touch with her grandchildren. She wanted to follow them on Facebook and have Zoom chats, to be part of their lives. So where is that computer? It’s still...

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12 Jul Early Retirement: The Realities vs the Fantasies

Posted at 16:27h in Blog, Wills And Revocable Living Trusts

Many of our Living Trust clients are already retired, while others may be mulling over the pros and cons of early retirement. Yet according to Employee Benefit Research Institute (EBRI) survey, just 11% of today’s workers plan to retire before age 60. For those who do retire early, the reality...

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04 Jul A New Crypto Scam: Waiting for Elon Musk

Posted at 13:24h in Blog, Business and Finance

There’s a new scam in town, and they’re waiting for Elon Musk Scammers are now preying on those who have been investing in the Cryptocurrency market. Crypto’s been a wild ride, with a huge surge in prices, then a plunge. The most important feature of Cryptocurrency is that it is...

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27 Jun One Woman’s Caregiver Story

Posted at 14:31h in Blog, Wills And Revocable Living Trusts

 A story of love and loss, of isolation and loneliness Teacher Gina Rinehart was preparing for another school year when she learned that her father was having surgery to remove a lung tumor. She flew to rural Washington to be with her parents. Unfortunately, that tumor was stage 4 lung...

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04 Jun The Dramatic Growth of Sustainable Investing

Posted at 13:24h in Blog, Wills And Revocable Living Trusts

An important part of financial planning includes creating a Living Trust. It means that your family will inherit your assets as you have planned. Another kind of financial planning: Investing that aligns with your values Another kind of financial planning that has grown dramatically over the last few years is...

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28 May In Pursuit of Gracious Aging: Rethinking Aging in Place

Posted at 05:00h in Blog, Wills And Revocable Living Trusts

A year of Covid has left us all feeling more vulnerable. We can do everything right, yet sometimes it’s not enough. At Guideway, many of our clients took action by creating or updating their Living Trusts. Couples approaching retirement are making important life decisions. Will they age in place, move...

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21 May In-Person Meeting to Restate Living Trust

Posted at 04:15h in Blog, Wills And Revocable Living Trusts

According to the CDC, those who have been vaccinated no longer need to wear masks in indoor settings. We’re still playing it safe, masking up and social distancing. And while we’ve gotten used to our Zoom meetings, the results of our recent survey indicated that many still prefer one-to-one communications....

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16 May Executor Anxiety: What if the Estate Doesn’t Sell?

Posted at 01:33h in Blog, Wills And Revocable Living Trusts

There is frequently confusion about the role of the Executor who manages the family’s estate after the death of a parent. An article in The New York Times underscores the uncertainty and anxiety that an Executor may be experiencing. An “Executor” carries out a person’s Will (common in New York...

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12 May Medicare’s New Chip Card Spawns New Scams

Posted at 02:25h in Blog, Wills And Revocable Living Trusts

Many of Guideway’s clients are seniors who are either creating or updating their Living Trusts. A recent conversation about scams is a window into just how hard crooks are working to steal money from vulnerable people—especially the elderly. The latest scam? Medicare is rolling out a new plastic card that...

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16 Apr Reverse Mortgages: Generating Cash Flow for Seniors

Posted at 14:10h in Blog, Wills And Revocable Living Trusts

Just as a Living Trust has become an important part of financial planning, a reverse mortgage can play a role in generating extra revenue for retired seniors. Reverse mortgages have been arounds since 1961, and they’ve always been somewhat controversial. Yet a reverse mortgage can be a real difference-maker for...

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11 Apr Probate: A Story of Greed and Conflict

Posted at 11:09h in Blog, Probate

Covid-19 has left many families grieving the sudden loss of their loved ones. As Guideway assists them in probating their estates, we’re sensitive to the painful loss of family members. In a best-case scenario, the Probate is uncontested by the surviving family members, the Executor settles the estate and it’s...

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18 Mar Covid Long Haulers: When the Symptoms Don’t “Just Go Away”

Posted at 14:01h in Blog, Deeds & Real Estate

One of the consequences of Covid is that all too often, it doesn’t “just go away”. This is not the flu. We hear about people getting Covid, then they’re back at work as if nothing happened. Those are the lucky ones. A good example is the White House staff last...

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