Recently, I've found myself and many of my clients watching our parents age. Along with that, we've seen the struggle that can ensue when they are trying to manage their affairs. If your parents are ...

In between, update the binder to reflect significant financial or life events. Taking steps to keep your financial information accessible and in one spot before an emergency happens is a wise move. As ...

Dying was less complicated 20 years ago. Upon the death of a loved one, a family would obtain a stack of death certificates and get in touch with banks, insurance agents, and the Social Security ...