Archive for the
‘Retirement Planning’ Category

We unfortunately keep seeing examples of public figures not getting an estate plan in place.  Aretha Franklin is the most recent example, even though family circumstances, such as a special needs son and accumulated assets, suggested it was critical to complete the planning.  Now all her business will be public and her family will have [...]

Being responsible for someone else’s affairs under powers of attorney is a lot of work.  If you are being asked to serve as agent under power of attorney, ask yourself these three questions:   Are you able to drop everything, perhaps for weeks or months, and make crisis medical decisions? Do you have the emotional [...]