Learn how to support seniors’ financial success and continued independence by reading our blog articles.
Protecting and sustaining their family’s wealth is a top concern for seniors. Aging parents want to know that their children and grandchildren will be financially taken care of. The most effective way to protect a family’s wealth from generation to … Read More
As we age and go through different life stages, certain complexities often present new financial challenges. You may find that you need support in managing your finances or assets as you transition jobs. Maybe your aging parents need you to … Read More
It can be difficult to know how your aging parents are really doing when you live far away. It’s very stressful not knowing if their health is declining or if they are having a hard time managing their finances. You … Read More
If you are the executor of someone’s will, it is your responsibility to settle their estate after they die. Among other things, you will need to prepare and file a court accounting with the probate court. A court accounting is … Read More
A trust is a legal document that designates a trustee to manage assets for a grantor while the grantor is incapacitated or has died. The grantor also may want the trustee to manage the trust assets while the grantor is … Read More