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
Estate Planning & Administration
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 ]