No one knows what will happen as they age. It’s almost impossible to predict the events that may have an impact, such as illness, disability, neurological impairments, or the need for long-term care. Impossible to predict, but not impossible to plan for. That’s why it’s important to hold age-related discussions with spouses, adult family members, trusted friends, and legal and…
Our clients understand the importance of estate planning. In this time of COVID-19, many people are also feeling a sense of urgency. It is important to remember, though, that the plan is only the beginning. A surprising number of our clients discover, after the death of a family member, that an asset that should have been transferred to the trust…
If you are a health care worker or have a loved one who is, this episode is meant for you. Health care workers are very special and we all owe them our gratitude for the work they do. But it’s important that they not allow their instinct to help others to get in the way of helping themselves. Statistics are…
Do You Have a Plan That Would Enable a Trusted Family Member to Step in to Protect You from Predators? It’s hard to believe we are living in such scary and uncertain times. Unfortunately, there are still those out there who are taking advantage of that for their financial benefit. The coronavirus has resulted in new twists on common scams…
Jean opened the envelope that contained her aunt’s will and began to laugh. “Oh, Aunt Sarah. You and your post-it notes.” She shook her head. Jean pulled out the document. The entire front page was covered in small yellow squares of paper. “Guess she changed her mind, a few times.” Her sister, Joan, frowned. “What a mess. How are we…
“What a mess,” Leona muttered as she picked through the contents of her deceased father’s garage. “How does one person collect all of this stuff?” She pulled a trunk out from under a pile of rags. “This looks interesting.” She jiggled the padlock that held it closed and it came off in her hand. “Geesh, so much for safeguarding the…