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Category Archives: Estate Planning

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We Can’t Say No (And are Running out of Money)

Aging, Estate Planning, Financial, Guardian/ConservatorBy Susan GrahamNovember 16, 2021

That August Sunday, George and Alice were still distressed after the party the previous day. Now in their 80s, they had just celebrated their 65th wedding anniversary in the back yard the day before. All the family was there: their three children Roberta, Wes, and Sara, seven grandkids, and four great-grands. The grandkids decorated the…

Why You Need a Safety Net

Estate PlanningBy Susan GrahamOctober 5, 2021

You need a “safety net”, especially during these frightening times. Why? Susan Graham explains in this video.

When to Record a Financial Power of Attorney

Estate PlanningBy Susan GrahamSeptember 13, 2021

Do you need to record your Power of Attorney for finances?

Did You Skip Your Estate Plan “Homework”?

Estate PlanningBy Susan GrahamAugust 23, 2021

The goal of Estate Planning is to create a plan to assure your desired future life.
To make that happen, you must take steps that you cannot delegate to your attorney, financial planner or CPA.  We call these steps  “Homework”.

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