Posts in 2020

Dec 28 How to have a Conversation about Estate Planning and Finances with Aging Parents

It is essential that you have conversations as your parents age about their finances. To broach the topic, you might bring up ...

Dec 21 What a Power of Attorney look like for Adult Children

When your children turn 18 (in most states), it might be hard to imagine that those little children who once needed you for ...

Dec 14 Silver Linings in the Middle of a Pandemic

Record unemployment rates related to business closures and COVID-19 have hurt business owners and their workers, many of whom are ...

Dec 07 Talk with your Parents’ and Know their Aging Strategies before a Medical Crisis Hit

Many adult children and their parents in the US live far away from each other. Managing aging parents or in-law medical events can ...

Nov 30 End of the Year Review and Looking Forward for Your Business

2020 has been quite the rollercoaster. Every business needs to take stock of what happened this year then put a plan together for ...

Nov 23 The Importance of a Letter of instruction in Your Estate Plan

Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of any ...