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
This 30-minute webinar explores the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.Read Post
You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?Read Post
Studies show how difficult it can be for adult children and their parents to talk about their wishes and plans regarding caretaking, finances, estate planning and legacy issues as they age. While most elderly people don't want to become financially dependent on their children, some four in 10 families...Read Post
Turmoil and mistakes could have been avoided with planning, but these are difficult conversations for families. Often, the focus is on money, a topic fraught with emotion. Sibling rivalry and resentments can interfere with setting priorities. Responsibilities need to be divided fairly, but fairness is often a matter of opinion.Read Post
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