Last week, we didn't have enough money in our client's account to pay her assisted living bill, so we sent a report of expenses to her son, who is also her power of attorney. We noticed that there was a check for $10,000 payable to the granddaughter (“Becca”) of my… Continue Reading..
You’ve scrimped and saved, made deals with devils, and reached out to friends far and wide for help: Your teenager is going to the mall without you. But instead of viewing Johnny’s or Jane’s first solo expedition into the world of boutique electronic stores and eyebrow-piercing salons as a bad… Continue Reading..
Generally it’s not because they are unable to balance a checkbook or make a mortgage payment. They are just focused on more important things like establishing a career, running a house, building a family and leaving a legacy. Case study: Building a life A married couple in their mid 30s… Continue Reading..