Tag: Estate Planning
Oct 30, 2023
Recently, a newly divorced woman in her 50’s asked me if I knew of any good books for middle-aged, single woman of wealth. My eloquent answer was, “Um, er . . . .” Others might have more flippant responses like, “Why? Where’s the problem?” It may be hard to empathize...
Oct 16, 2023
For many of us, our home is more than just a piece of property. It holds deep memories and emotional meaning, especially if we raised our families there. For this reason, estate planning discussions often include leaving the family home to the kids. This can be a way...
Aug 28, 2023
Estate planning matters. Not having a will can leave surviving family members to struggle with legal complexities, increased costs, and strained relationships as they make decisions that they can only hope the deceased would have approved. It adds pain and heartache....
Jul 10, 2023
The unconscious beliefs we hold around money affect our financial choices throughout our lives—and even beyond. Our money scripts have an impact on the way we think about final expenses for our loved ones and ourselves. I was reminded of this as I read about a recent...
May 15, 2023
Last week I discussed the risk of having a long-term financial plan dismantled late in life by adult children, usually with good intentions. What can you do to guard your financial plan against this possibility? Here are several suggestions to consider. Clarify for...
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