While sitting across the dining room table from my dad, it struck me how frail he looked. Equally startling was I wasn't sure when it had happened. Had I been that preoccupied? Sure, my life was busy, but had I been that distracted? I felt overwhelming guilt.

In the week of my Dad’s passing, I called 11 credit card companies to inform them of his passing. Each call took about 30 minutes – from wading through the automated system to multiple transfers to the appropriate department. It was awful. My Dad told me the debt would just go away once he passes.…

Having a peace of mind when it comes to your aging parents is something that might be hard to accomplish, but we’re here to help . If you notice any of these warning signs from aging family members , give us a call. A proactive conversation about paying for care could save hours and dollars…

Trust. Will. Estate Plan. These are terms you have likely heard but may not have clarity on what exactly they do or what legal tool you need. This is common. Our clients come to us knowing they want to protect their children, but unsure of what next steps to take.  Let’s look at Michael Jackson…

Your child turned 18 and suddenly no one will talk to you– Not school personnel. Not your child’s physician. Not billing departments for medical bills or other accounts. The control you had yesterday to manage these things for your child is suddenly gone. Why?! If this hasn’t happened to you yet, don’t be surprised when…