Apr 3, 2023Estate PlanningChoosing Your Financial Power of AttorneyChoosing a person to assist you with your financial affairs is a serious matter. Please choose wisely.
Jan 7, 2022Estate PlanningIs It Possible to Live Too Frugally During Retirement?Yes, it is, says Matt Fellowes, CEO of United Income, in a recent report.
Sep 21, 2021Estate PlanningGUEST COLUMN: Talking to Older Relatives about FinancesDiscussing finances with elderly loved ones is rarely easy. However, these conversations are essential.
Oct 8, 2019Estate PlanningThe Risk of Not KnowingLadies, be careful. Financial turmoil often awaits women who turn a blind eye to family finances.
May 2, 2019Estate PlanningThe Value of Multigenerational Family MeetingsThis strategy can help avoid family conflicts about money and things.
Apr 17, 2019Estate PlanningSmart Ways to Build a Moat Around Your Wealthtake steps to protect the assets you’ve worked so hard to build. Otherwise, you may jeopardize your family's financial security.
Mar 5, 2019Estate PlanningUmbrella Policies: Essential for Estate Planningone component of an asset protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy.
Feb 11, 2019Estate PlanningPreparing for the Financial Reality of WidowhoodWhat happens financially during the five years of widowhood? Many women will be in for a shock.
Feb 11, 2019Estate PlanningFour Steps to a Successful Multi-Generational Family MeetingHere's how to set the stage for a family meeting that meets all your goals.
Mar 13, 2018Estate PlanningFAQ: Social Security Representative PayeesCertified Elder Law Attorney Barbara Boone McGinnis answers frequently-asked questions about representative payees for social security.
Feb 26, 2018Estate PlanningGuest Column: So You’ve Created a Trust… Now What?Simply creating a trust isn't enough. There's much more to do.
Sep 12, 2017Estate PlanningGUEST COLUMN: Preparing for Your Golden YearsBy Wes Wood Traveling, spending time with family, enjoying a hobby, volunteering – these are just some of the many things people say they...