How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief
Sarah Duey I once had clients with only one daughter. They created a living trust for only their grandchild without ever telling their daughter why. As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her …
Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
Planning for the Rising Cost of Dependent and Child Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.