In a previous article, we shared steps to understanding your parents’ estate planning and the nature of their assets, as well as how to ensure you’re not left with a mess when something happens to them. Today, we want to focus on one of the major risks of not being “in the know” when it come…Read More
Are You Clear About How Your Parents Estate Plan Will Impact You? Do your parents have an estate plan? Is it up to date? These are important questions to be asking your parents. No matter how rich or poor you or your parents are, especially in the wake of the COVID-19 pandemic, you need to be ask…Read More
Should You (or Your Parents) Be in the Stock Market Now? If you or your parents have a retirement account, (or any investment accounts for that matter) now is the time to get connected to how those accounts are invested. While you may have outsourced all of this to a broker in the past, you can no l…Read More
Online Wills - When You Should, When You Shouldn't and Where to Do It With all of the media about “digital wills” and “online estate planning” it could be tempting to think you can do your estate planning yourself, online. And, maybe you can. But, if you do, you need to know the potential pi…Read More
A Map to Doing the Right Thing for the People You Love During the COVID-19 Pandemic Right now, huge numbers of people are coming face to face with their own mortality, and realizing they need to plan for the worst. This goes not just for those of us in the “senior” category, but for all of us, n…Read More
It’s the beginning of the month, and bills are coming due. If you are stressed out, it’s important that you know where and how to get access to financial relief. Please consider this not only for yourself, but for your adult children and elderly parents, too, even if you do not need it for yours…Read More
What are the most important legal and financial actions you can take right now? As you already know, the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease. If you are not in a place with such an order,…Read More
How To Talk To Your Parents and Get Them To Stay Home There’s no doubt that your parents have survived frightening world events, whether that was World War II, the war in Vietnam, nuclear threat, illness, poverty, civil unrest, or all of the above. However, the use of the word “unprecedented” …Read More
Step By Step Plan for Creating a “Pet Trust” to Protect Your Pet After Your Death. In my previous article, I talked about what to take into consideration when you’re planning for your pet’s care in the event of your incapacity or your death. This week, I’m going to give you a step by step …Read More
CORONAVIRUS: Impact to Your Wealth, Health and Happiness While it’s still hard to tell how the Coronavirus will impact us in the long term, it’s become a subject that’s impossible to ignore. While some are advocating we prepare to be quarantined, potentially for months, others are saying the v…Read More
Don't Forget Your Furry Friends! If you have pets, my guess is that you love them as much as you do your children. I’m also guessing that you have not provided any written, or better yet legally, documented instructions about what should happen to them if you become incapacitated or when you die. …Read More
Money Talk: How Much Will You Share With Your Kids (and When)? In many families, money still is not a typical dinner table discussion, but we think it should be. Surprisingly, this is especially true when it comes to affluent parents. And, we hope to change it because one of the most important thing…Read More