Serving As Personal Representative? Make Sure You Know The Role

Growing up, my grandmother always taught me to not discuss money, politics or religion in any polite or casual conversation. These days that can be challenging. Having been in private practice for all of these years, I have noticed there’s another topic people avoid talking about even more strongly: death. It’s inevitable, but we all […]

Rising Interest Rates Reaching Beyond The Grave

Last week I wrote about how the Federal Reserve (the Fed) finally raised interest rates after promising to do so for over a year. I explained how this could impact average Americans, their retirement and their wealth with such things as loans, mortgages, savings accounts and other financial tools relied on by many. But what […]