If your parent has developed a condition such as dementia or Alzheimer’s, their property and personal savings are vulnerable. Someone could take advantage of them or their property. If you think if you can help them by making medical and financial decisions on...
EXPERIENCE AND KNOWLEDGE YOU CAN TRUST
Month: July 2019
Managing family dynamics when estate planning
Many people are uncomfortable talking about money, even when it is with family members. So, it makes sense that a recent survey determined that 80% of a polled 130 financial advisers stated that navigating family dynamics or relationships was the most complicated part...
How to pick the right real estate agent
The largest single transaction most Americans make involves the buying or selling of a home. This makes it essential to have the right real estate agent, particularly when the clients are snowbirds who live in other parts of the country for part of the year. According...
Estate planning issues for the recently widowed
It is common for wives to live longer than their husbands. According to a CNN report, the difference now averages five years, with men living to 76.1 years and women living to 81.1 years. So a wife will likely live for a time without their husband. It also is worth...