January 15, 2015 |
Planning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to ...
Learn MorePlanning Checklist for A Money Conversation With an Aging Parent
Even in the tightest of families, talking about money can make anyone nervous. If you’ve got an aging parent, though, it’s a wise idea to schedule a time to sit down and discuss critical issues with your loved one. 
Come prepared with a list of what you’d like to discuss. This can help keep you on track and make sure that you accomplish everything during one session. You’ll possibly want to make copies of any relevant documents, too, so bring a folder along to keep everything organized. Here are some of the documents or items you may wish to discuss during your meeting:
Schedule a meeting with a member of our advisory team
Blog
January 14, 2015 |
Trust or Will: Which One is Right For You?
Whether you need a will or a trust in your estate plan is dependent on numerous factors, especially your income, the value of your assets, ...
Learn MoreJanuary 13, 2015 |
What Should Be on my 2015 Financial and Estate Planning Checklist?
It’s the most popular time of year for people to be setting goals, so it’s in your best interest to cash in on this extra ...
Learn MoreJanuary 12, 2015 |
4 2015 Tax Rules To Know
Every year it’s a good idea to check in and see what changes are coming about with regard to taxes as this may influence your ...
Learn MoreJanuary 6, 2015 |
Determining How Much To Leave Behind For Children
High net worth clients often face a challenge when it comes to figuring out how much should be left behind for their children. And the ...
Learn MoreJanuary 6, 2015 |
Tips for Business Asset Planning
As a business owner, you have multiple responsibilities to different people, and one of them involves critical long-term planning for your company. There are multiple ...
Learn MoreJanuary 6, 2015 |
Combining Your Estate Planning as a New Couple
Did you know that marriage proposals that occurred during November and December make up more than one quarter of all marriage proposal throughout the year? ...
Learn MoreJanuary 6, 2015 |
What to Cover in Family Meetings to Discuss Estate Planning
The holidays are certainly a busy time, but it’s also a good opportunity to get your family members together and discuss critical estate planning issues. ...
Learn MoreDecember 18, 2014 |
Can I Protect My Business Against Divorce?
Many business owners have put in a lot of hours and lost a lot of blood, sweat and tears in the process of building their ...
Learn MoreDecember 17, 2014 |
Tax Facts: Retirement Benefits
When it comes to retirement accounts, it may feel like you have more questions than answers, even if you have had your retirement account for a ...
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