Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.Read Post
When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...Read Post
Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.Read Post
Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...Read Post
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