Maybe the phrase “the gift that keeps on giving” seems trite, but for some — in the right circumstances — it can fit charitable gift annuities. Whether a charitable gift …
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Decluttering Disorganized Senior Dad’s Legal Paperwork
Your father is terribly disorganized. In fact, he is a messy slob whose idea of filing means stacks of papers in drawers, shoe boxes and closets. He always has been, …
Continue ReadingWhat Happens When Your Estate Plan Is No Plan? Letting the State Decide Who Gets What
Did you know that you and everyone else in your state already have an estate plan? Yes you do, and it is absolutely free, at least at the outset. It’s …
Continue ReadingWhy You Need to Discuss the Unthinkable
Awkward and difficult as it may seem, every family needs to have a serious discussion about the unthinkables, and those are the financial, legal and medical decisions that need to …
Continue ReadingThe Best Time for The Difficult Conversation
Is there an ideal time to have this discussion that families instinctively want to avoid? (Read our companion article, Why You Need to Discuss the Unthinkable ) After all, who …
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