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Tag: power of attorney

Will Your Health Care Directives Protect You?

For decades, financial experts like myself have implored you to have a health care power of attorney. Now, some health care experts say you don’t need one because they don’t work. “Decades of research demonstrate advance care planning doesn’t work. We need a new...

Legacy Parenting and Financial Planning

Watch this video on YouTube Fiduciary, client-centered financial planning is dynamic, ongoing, and evolving. The collaboration between client and planner is a relationship that often lasts for a client’s’ lifetime. Sometimes that relationship even extends...

For Seniors: Giving Up The Checkbook, Part Two

Watch this video on YouTube For seniors, arranging to entrust financial affairs to someone else is an important part of preparing for old age. Once you have chosen a surrogate and dealt with some of the details laid out in last week’s column, one question...