Protecting Elderly Parents with Estate Planning

Estate planning should be a part of any family’s plan to protect elderly parents, to help manage finances, to protect wealth, and to provide essential care.

The Final Plan–Thinking About The Unthinkable

Last week, Jeff wrote about two common concerns that retirees have: running out of money and paying for long-term care. As he explained, there are things you can do to alleviate those concerns. And, as we often say, having a plan in place is imperative to a successful retirement. Well, just as it is important […]