Diminished Capacity and Elderly Financial Abuse

Diminished Capacity and Elderly Financial Abuse

Financial abuse is a common occurrence among elderly people.  One in 10 Americans aged 60-plus has experienced elder abuse—and one of the most frequent forms of elder abuse is financial1. It is estimated that at least $36.5 billion is lost annually as a result of...
Caring for Aging Loved Ones

Caring for Aging Loved Ones

By Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Transitioning to a senior living arrangement is a considerable undertaking. Determining when, how, and where to transition, ensuring your loved one’s care, ability to age in place, social and hobby...
Estate Tax Planning

Estate Tax Planning

Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Estate planning is an evolving and perpetual process although not often thought of in this manner. Chances are, when you finalized your documents, you stored them securely and may not have seen your documents...
Trump v. Biden Tax Plans

Trump v. Biden Tax Plans

The US presidential election is shaping up to be likely one of the most contentious and consequential in modern history, making its potential policy, growth and market implications top of mind. Although President Trump hasn’t released a formal plan yet, he has...
PAYCHECK PROTECTION PROGRAM

PAYCHECK PROTECTION PROGRAM

The Paycheck Protection Program (“PPP”) authorizes forgivable loans to small businesses to pay their employees during the COVID-19 crisis. The following contains recommended strategies for using those funds in compliance with the rules of the program. The...