After a loved one dies, there are many issues that need to be addressed to wrap up the person’s legal and financial affairs. The following is a checklist of issues to consider: The funeral home should take care of providing you with certified copies of the death certificate. The number of death certificates you need will depend on the assets …
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How to approach your parents about their estate plan
We often hear from children who are concerned that their parents may not have an estate plan in place. The children are worried that if something happens to one or both parents, the children will not be equipped to assist their parents, and many times the children have no idea where the parents stand financially. Understandably, these subjects may …
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An investment guide for your age
We are frequently asked to assist clients with financial planning for their retirement or the payment of long-term care. Unfortunately, we find that clients have often made significant mistakes in their investment planning. Having a clear-cut, simple financial plan in place is a good idea for everyone, regardless of age. However, a growing …
