News & Insights

Resources on Trusts, Investments, Estate Planning, Financial Issues, and Living Well

Saying “NO” to Power of Attorney Duty

Saying “NO” to Power of Attorney Duty

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 [...]
Considerations Selecting a Family Trustee

Considerations Selecting a Family Trustee

Parents with a child with special needs have additional considerations in their estate planning.  Who steps in to care for the adult daughter or son with special needs when the parents are gone?  This article highlights important factors in that decision.  Mission can be part of the solution by serving as the corporate trustee for [...]
Guns and Dementia: A Dangerous Combination

Guns and Dementia: A Dangerous Combination

True Story:  Neighbors found a man in his 70’s who has dementia wandering the neighborhood with his shotgun.  The family and neighbors were fortunate that nothing had happened, but it is a clear call to action.  Will you wait until it is too late to take action to keep your family members and friends safe? [...]
What Boomers Should Do About All Their Stuff

What Boomers Should Do About All Their Stuff

Last year, E*Connect featured a story that went viral at the NextAvenue.org site:  “Sorry, Nobody Wants Your Parents Stuff.”  The writer returns with suggestions for Boomers about how they can deal with their stuff using a legacy-based approach.  Some of us at Mission are working on this, too! NextAvenue.org
New Support from Medicare

New Support from Medicare

Hospice services are widely recognized by patients and families alike to be beneficial.  Unfortunately, individuals who could benefit from the services wait unnecessarily long to seek hospice support.  New efforts by Medicare may help shift this experience by allowing patients to have hospice support while seeking curative treatment. NextAvenue.org
Elderspeak – Avoiding the Negative Impact

Elderspeak – Avoiding the Negative Impact

The American population is aging and, each one of us interacts daily with more individuals who are elderly.  In that interaction, you can have a positive or negative impact depending on how you speak with the elderly.  Learn how you can make a positive impact. ChicagoTribune.com
2019 1st Quarter Market Commentary

2019 1st Quarter Market Commentary

For the past several years, we have been profiling the dilemma facing investors as a “bet” between: 1) Reliance on traditional investment fundamentals reverting to their long-term means, which has always ultimately proven successful; or 2) Reliance on central bankers continuing to prevent securities prices from a reversion to historic fundamental averages, the approach that [...]
The Silliness of Financial Commentary

The Silliness of Financial Commentary

Nothing very serious here. Just a few musings on the silliness of some of the nonstop commentary we hear on financial TV. Wall Street commentators have a large bag full of descriptions and definitions that defy common sense. One that has gained great currency over the past couple of decades is the definition of a [...]
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