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2nd Quarter, 2017
Life and Legacy Advisor
In this issue...
What to Do with a Confusing, Old Trust
Estate plans evolve. Or at least they should. Any plan that fails to achieve your goals and doesn’t match your current financial and family circumstances is out of date and is in need of an overhaul. 

Just as there are many ways to remodel a home, there are many strategies and legal tools that can be used to modernize old estate plans. Since each plan is unique, the way to update it will be as well. Coming up with the most effective strategy requires careful consideration of your current goals and needs, as well as your tolerance for risk.
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The Costs of Dementia: For the Patient and the Family
A recent report from the Alzheimer’s Association states that one in nine Americans age 65 or older currently have Alzheimer’s. With the baby boomer generation aging and people living longer, that number may nearly triple by 2050. Alzheimer’s, of course, is just one cause of dementia—mini-strokes (TIAs) are also to blame—so the number of those with dementia may actually be higher. 
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Did You Know?

Which of these National Historical Landmarks is Dedicated to Thomas Jefferson?

>Fort Sumter
>The Greenbriar Hotel
>The Liberty Bell
>The Gateway Arch



 










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