November 16, 2017

Adult children with aging parents are often the ones that need to make sure the finances and estate plan are up to date.  This can be a challenge, especially if Mom and Dad are not used to taking advice, but it can be helpful to be clear and persistent to ensure they h...

October 19, 2017

If you are thinking about an estate plan, an initial question may be whether you should use a will or a trust.  These are two different documents.  Because both documents explain how you want your assets distributed after you pass, there is confusion that they are near...

October 17, 2017

Resent events in our nation highlight the fact that life is unexpected.  Our life can change in the blink of an eye, as we need to have a plan in place for the “what-ifs” in life.  What happens if you get sick? What if you are in a car accident? What if you have a hear...

April 26, 2017

One of the more difficult things to deal with when your parents begin to age is managing their assets and affairs.  If for some reason they become unable to make good decisions or are incapacitated, then the adult children have to step in and assist.  There are a few w...