When all is well, it’s difficult to convince mom, dad, a partner or other loved one to plan for the...
Author - Previous Posts
Should a Professional Serve as a Trustee for Your Estate?
Typically, criticisms of trustees center around fees, locality and beneficiaries’ perceived lack of...
How Do I Plan the Succession of My Business?
After tough years building their businesses, most business owners take great pride in what they've...
Planning for Three Financial Phases of Retirement: Spending...
The knowledge required to effectively manage financial assets in the accumulation phase is not...
What Doesn’t Medicare Cover?
It's important to understand that Medicare Part A and Part B leave some pretty significant gaps in...
Just What are the Responsibilities of a Financial POA?
A ‘power of attorney’ (POA) is the document that a person signs to give another person the legal...
What’s so Bad About Having a Will Probated?
One of the purposes of probate is to determine who receives the property of the decedent. If the...
Who Will Pay for Your Nursing Home Care?
Health insurance coverage will often pay for the first few days or months at the nursing home, but...
How Caregiving Can Impact Older Women
Whenever significant numbers of people are unemployed or under-employed, the economy loses those...
Self Employed People Get to Retire Too–If they Plan Well
You’ve worked hard to build your own business, and you love the perk of being your own boss...
