Aged Parents
Most people wish to avoid the worst-case scenario for the money messes that can ensue as one grows old. The revocable trust document was supposed to cover everything. Mom or…
Read MoreWhen 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,…
Read MoreThis 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…
Read MoreOften, 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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