Female Guardian with Older Male
A Heart for Caring Turned into a Career Serving Beneficiaries and Caregivers

Gary A. Powell, founder and executive director of The Caregiver Foundation in Pearl City, Hawaii, is a recipient of True Link’s annual grant that recognizes exceptional practitioners of guardianship who work to strengthen systems of oversight and quality in guardianship. Gary has been a leader in Hawaii’s guardianship community, including advocating for the implementation of statewide standards of practice. Nominations for next year’s grantees will open in February, 2021.

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6 Ways the Pandemic Has Impacted Estate Planning—And How to Adapt

When COVID-19 upended the estate planning business, everyone in the industry needed to find ways to adapt. Attorneys and clients alike had to navigate remote court appearances and communicating by video conferencing, all while dealing with the disruption to their own lives.

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Advocating for Beneficiaries with Disabilities: Start with their Strengths

Ellen Nalven, executive director of Planned Lifetime Assistance Network of NJ, is a recipient of True Link’s annual grant that recognizes those promoting best practices and robust systems of oversight in guardianship. Nominations for next year’s grantees will open in February, 2021.

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4 Ways to Establish Strong Relationships with Trust Beneficiaries

Establishing strong relationships with your beneficiaries is an important part of your work as a trustee. That’s why we wanted to share four key ways to manage these relationships.

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Why the New SECURE Act Is Good News For Children with Disabilities

The old Kiddie Tax is clarified and IRA benefits can still be stretched out over a lifetime for beneficiaries with a disability. But you need to get up to speed quickly to make sense of these complicated new changes.

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True Link opens submissions for Grant to Promote Best Practices in Guardianship.

True Link announced today that it has opened 2019 submissions for its annual Scholarship to Promote Best Practices in Guardianship.

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A normal financial life is essential to recovery.

Did you know that ringing in 2019 coincided with a 2.8 percent increase to monthly Social Security benefits and Supplemental Security Income (SSI) payments?

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New increase in Social Security benefits.

Did you know that ringing in 2019 coincided with a 2.8 percent increase to monthly Social Security benefits and Supplemental Security Income (SSI) payments?

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Why one financial executive left Wall Street for Silicon Valley.

George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry.

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The impacts of the DOL Fiduciary Rule & how advisors can adapt

On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary”

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Give the gift of independence to your elderly loved one.

When you become concerned about an elderly loved one, it’s easy to overreact or jump to extreme measures in order to keep them safe.

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Adult Daughter Talking To Depressed Mother At Home
Seven things you should know about Alzheimer’s disease.

In honor of World Alzheimer’s Month, we’re sharing seven things you should know about the disease and its effect on those who have it and their caretakers.

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Joining forces to support guardianship: True Link Grant to Promote Best Practices in Guardianship.

For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence and protect their budgets.‍

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True Link partners with STABLE, the nation’s leading ABLE Act program.

True Link Financial is announcing its new partnership to provide True Link payment cards to STABLE Account holders.

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Great news for financial caregivers: New tool to prevent fraud.

We have good news: The federal government has now made it possible for you to freeze and unfreeze your credit for free.

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The Equifax breach and your financial safety.

It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about the massive breach.

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Strategies for older Americans with student debt.

The following is a guest blog post written by David Rathmanner of LendEDU, a marketplace for student loans and student loan refinance.

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Retiree wish list: 9 gifts that mom and dad actually want.

With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list.

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True Link Financial announces new partnership with Lyft.

True Link Financial, a nationwide financial services company that supports the independence and financial well-being of seniors and adults with disabilities,

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Important tax tips for family caregivers.

With April around the corner, you may have taxes on the brain – but because Emancipation Day falls on the 15th this year,

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First steps to take when concerned about an elderly loved one.

The holidays often reveal signs that aging parents need some extra help as children who live far from their families return home for a visit.

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5 warning signs you shouldn’t ignore that put mom (or dad) in financial danger.

With the holidays nearly upon us, it is easy to be consumed with final details and prep for a successful family feast.

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Survey shows financial tools can better support adults with disabilities.

Earlier this year, True Link Financial, in collaboration with the Autistic Self Advocacy Network andQuality Trust,

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A better way for special needs trusts to disburse funds and protect benefits eligibility.

Special needs trusts (SNTs) are an essential financial tool for individuals with disabilities and their families.

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How diminished independence can impact the health & well-being of older adults.

A growing portion of our country’s population – the eldest – is quietly suffering because of the independence they have lost.

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The 3 most common scams following natural disasters (and how to avoid them).

When tornados, floods, hurricanes and other natural disasters hit, the scammers are usually quick to follow.

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Understanding the role of a professional guardian: Q&A with a True Link customer.

When seniors discuss their finances with someone else, they are more likely to take steps to protect themselves against financial abuse.

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It could happen to you: How Michelle’s mom became a victim of elder financial abuse.

You see the headlines about terrible scams, you read the research about elder financial abuse, but still you hope that it won’t happen to someone you love.

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True Link Card Featured by Fox News as Senior-Friendly Tech

This week, released a list of technology seniors are using to stay better in touch with their families, make their lives easier, and stay safe.

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Elderly man thinking while holding his glasses
True Link elder financial abuse research receives press | Forbes & Huffington Post.

Last week, we released The True Link Report on Elder Financial Abuse 2015 that found seniors are losing $36.48 billion annually to fraud, scams, and financial exploitation.

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Tough stuff: Cognitive impairment and difficult conversations with an aging parent.

At True Link, we know that tough conversations between seniors and their adult children can be one of the greatest challenges of aging.

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Latest elder financial abuse findings | Losses much worse than originally thought.

When we founded True Link, we had a vision of helping millions of families protect their elderly loved ones from fraud and financial exploitation.

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Three woman standing by the beach
How to work with siblings to care for an aging parent.

Can’t we all just get along? If you’re having trouble working with siblings to care for an elderly parent,

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Your family hired a caregiver for your aging parent. Now what?

An at-home caregiver requests a $100 check “just this once” everyday for months; mom suffers from dementia and doesn’t realize she’s signed dozens of these checks.

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Senior women giving each other high five
6 retirement community alternatives for seniors.

Independent living community, retirement home, assisted living facility – whatever you call it,

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Worried woman talking on the phone
5 ways to stop telemarketing harassment of mom and dad.

It’s safe to say that very few of us enjoy receiving solicitations over the phone. In fact, according to a recent study published by the Federal Trade Commission (FTC),

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Red rotary dial phone
How to prevent the “grandparent scam” | Protect the seniors in your life.

It usually happens in the middle of the night or early hours of the morning. Your mom wakes up to the sound of the phone ringing and decides to answer it.

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Elderly woman on the phone while holding her credit card
Dementia and credit cards | Creating a plan of attack.

When you become concerned about an elderly loved one, it’s easy to overreact or jump to extreme measures in order to keep them safe.

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Close-up of a person holding a credit car and a cell phone
Telemarketing and phone scams | Tips to protect your family.

Telemarketing is big business for scammers. The Department of Justice tags the losses from telemarketing scammers at $40 billion dollars a year.

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Medicare fraud puts benefits at risk | Be careful of scams.

Yet another example of how older adults and people with disabilities are taken advantage of came roaring into sharp relief this week.

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Representative payees find True love and reliable funds distribution.

Is it possible to fall in love with a Visa prepaid card? One of our representative payee clients did just that.

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