Aged Parents

Remember Bowser, Hootenany and MeowMeow When Doing Estate Plans

When pet owners die, their morning greeters and fur babies are treated as personal property under state and federal law. Few pet owners understand the risks their animals could face,…

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Wills and Trusts and Aging Parents

This video is about Wills and Trusts and Aging parents, and was originally broadcast on the Women On Money program for CMCM TV Marin County, California. Four female experts join…

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A woman and her mother smiling for the camera.

Juggling Finances for Aging Parents

Often, the issues start with a move to a new home.

In my financial planning and investments practice, I often help middle-aged children help an older parent with his or her finances. The parent may have been living alone, as…

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