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Tag Archives | Estate Planning

Involving Kids in Financial Meetings a Wise Move for Aging Parents

As parents age, many adult children begin to not merely provide taxi service but to accompany parents to appointments, especially doctor visits. This is often helpful for both generations. Yet it’s much less common for children to sit in on their parents’ meetings with financial advisors. In almost 35 years as a financial planner, I […]

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Estate Planning Beyond Traditional Family

One of the reasons so many of us procrastinate when it comes to estate planning is a reluctance to think about death and dying. Another reason that may be even stronger is the need to make decisions. It’s not so hard to make an appointment with an attorney to draft a will. It’s much harder […]

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Talking About Death, Money, and Emotions

One of the challenges in financial planning is the strong taboo in our society against talking about money. Another powerful taboo is talking about death when someone has a serious illness. Given this strong reluctance to talk about both money and dying, how can you work with a financial advisor to deal with the financial […]

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