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Monthly Archives: October 2021

The Month to Focus on Your Estate Planning

Estate planning awareness month

Common Beliefs Have you ever found yourself or heard someone else saying: “I’m too young to do estate planning.” “All my property is titled in joint tenancy with my spouse so I don’t need any estate planning documents.” “Estate planning is only for the super-rich.” “Estate planning is too complicated and expensive.” “We did our…

The Financial Side of Caregiving

Marie's Parents

Rosalynn Carter said it first and I think said it best: “There are only four kinds of people in the world: those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those who will need caregivers.” Which category do you or perhaps will you be likely to fall into?…