“James,” a widower, sat in my office as we prepared his will together. “My sons don’t have the time or expertise to serve as my
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
My favorite definition of love is ‘giving someone the power to destroy us and trusting they won’t use it.’ It’s not a coincidence that the
So much of our lives are electronic and digital now, we don’t even realize it. Yet this electronic age also creates problems. When one of my clients gets sick and their children need to take over as their durable power of attorney or as trustee of their trust, often it is difficult to access bank and brokerage accounts unless the children know the usernames and passwords to those accounts.
What many clients don’t realize is that they may lose their trusted financial advisor when they become disabled, although it doesn’t have to be that
When you have a revocable living trust, you typically serve as your own trustee. Upon your inability to serve as your own trustee, you name
An adult child of a client who recently passed away contacted me to discuss what she was to receive from her mother’s estate. She had
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