Legacy Planning
Estate Planning 102 (no, you’re not done yet)
What’s Next? After reading our Masking Tape Inheritance blog, you finally did it! You made the time to visit your estate planning attorney (with your spouse) to…
Read MoreThe Masking Tape Inheritance
Estate Planning 101 (the very basics) The Masking Tape Inheritance My husband and I recently visited my in-laws’ home. While helping them move a painting, I noticed a set of…
Read MoreFinal Transitions – Enhancing End of Life Planning
Now is the Time to Get Your Ducks in a Row Financial planning is always important, but becomes crucial during times of transition. The most significant transition of all deals…
Read MorePromise you won’t put mom in a nursing home
Having the Tough Conversations Dad’s last words to his daughters were, “Promise you won’t put mom in a nursing home.” “Of course, Dad. Never.” What else are you going to…
Read MoreRightsizing – Part 3
In the first two parts of our rightsizing series, we gave you things to think about pertaining to WHY you might like to rightsize and WHEN may be a good…
Read More