Financial Trust Officers: Helping Seniors Plan Their Future

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A general definition of a trust officer is an employee of a bank or investment management firm. Trust officers also play a starring role in the ongoing concerns – financial and otherwise – of older Americans.

According to the web site CaregiverStress.com (highly recommended), trust officers primarily serve as custodians of an individual’s finances, focusing on estate issues such as wills (which direct the distribution of assets upon death) and trusts (which manage and distribute assets prior ...

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The Wonderful World of Home Care:  Remain At Home’s Innovative Vision for Taking Care of Seniors

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Let me begin this article with the well-known The Wizard of Oz quote:

“There’s no place like home.”

In all my years of working with seniors, I’ve only met a handful who were adamant about being put in a skilled nursing facility (and their primary reason was that they didn’t want to be a burden to their loved ones). Fair to say, placing a loved one in a nursing home can be a traumatic experience for all involved. The truth ...

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