Estate Planning and Eldercare
Posted: September 27, 2017
If you’re juggling eldercare responsibilities and have concerns about your parents’ finances, the following are some dos and don’ts.
Posted: August 3, 2017
Many seniors turn to reverse mortgages to enhance their spending money in retirement, but they may not be right for everyone. Here are some facts you should know.
Posted: July 5, 2017
Planning ahead and talking through changes in circumstances are two of the best ways to succeed with and truly enjoy multigenerational living. A multigenerational home can be joyous and fun for the family, but it can also pose some challenges. Here are a few tips for managing it all.
Posted: August 29, 2016
During such an emotional time, it can be difficult to remember what needs to be done, keep track of important documents and, especially, to make hard decisions that no one wants to make. We recommend the following steps to take in the event of a loss of a loved one.
Posted: June 20, 2016
Learn about the current financial landscape same-sex couples have. We offer some advice on how to address these unique challenges.