In our practice, we talk and work with numerous financial advisors. When an advisor speaks with us, he or she generally knows about estate planning – it’s just the nature of the business. What are some of the estate planning [ Read More ]
Ken Russell
A Family Estate Plan – A Wonderful Resolution for the New Year!
Finally, you have decided to tackle one of the most important family matters – your Estate Plan. This blog will review the three basic estate planning documents: Advance Directive for Health Care Power of Attorney Will
5 Steps To Help You Transition Control of a Parent’s Finances
I am called upon frequently to assist my clients with overseeing a parent’s finances as the parent grows older. In some instances, it is the parent’s unwillingness to handle their own finances, or in other cases it is due to [ Read More ]