Archive for the ‘Power of Attorney’ Category

Family Conversations and Broken Telephone

Wednesday, September 28th, 2016

Fidelity Investments  released their third survey “Family and Finance” in June 2016. They interviewed families with a parent over age 55 and having an adult child over age 25. The key findings are very interesting. What parents want and what their children THINK they want is very different. 4 in 10 ...

MYTHS, MYTHS AND MORE MYTHS – WHAT’S THE REALITY?

Friday, August 19th, 2016

Over the course of my practice I’ve had clients, family and friends all make pronouncements with respect to matters related to Wills and estate planning as if the statements are fact, when in reality they are often myth. Being someone whose profession operates on fact, I will try to set ...