Many of our clients come into the office toting grocery bags, cardboard boxes or backpacks filled with about fifty years of paperwork. As time goes by and our financial situations change, the amount of paperwork we must keep grows exponentially. That said, by the time…
Category: Estate Planning
A To Do List for Aging Loved Ones
Last week we met with the adult children of an older couple that needs help. Dad was taking care of mom on a full time basis—she has been living with dementia for the last five years— until he had a stroke. Now mom is receiving…
Talking to Your Loved Ones About Your Advance Directives
The other day, we met with a family that wanted to update their wills, powers of attorney and advance directive. This was a couple in their 80s and their two adult children. As is customary in our office, we all sat around my conference room…