Author Archives: Admin

Estate Plan Requires Careful Thought and Planning

Carrying out an estate plan requires more than the proper legal documents. A general durable power of attorney, a health care power of attorney and li... Read More »

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Extremely Wealthy Often Struggle with What’s Best for Their Children

Bill Gates doesn’t plan to leave his entire fortune to his children. People who have made their own way in the world and become extremely wealthy ca... Read More »

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Dementia Can Have a Major Impact on Finances

Older Americans worry about Alzheimer’s and cognitive abilities but finances can also be deeply affected. The Washington Post recently published an ... Read More »

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