Is my House Protected if in my Trust?
Susan Graham discusses this common question we get from our clients.
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The Rejected Two-Day-Old Power of Attorney
When a person is still mentally sharp, have them sign a “Power of Attorney” where they nominate a first and alternate family member or friend to make financial and health decisions for them when they are unable to help themselves.
DetailsWhat Happened to Our Money?
Kathy was shocked when she read her mother’s bank statement. How could it be there was only $100 left? Where did the other $50,724 go? The family was planning to use the money to pay for care to assist Nancy, age eighty-six. She was having trouble walking and was so forgetful she could not be…
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IRAs and Charitable Donations
How Can You Use Your Mandatory Minimum Distribution on IRAs for Charitable Donations. Check out the video.
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Questions from family members
What happens when we receive questions from family members about our clients?
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