by karenblaze | Sep 15, 2021 | Estate Planning, Financial Planning
Common Misunderstandings Do you know if your financial power of attorney document is a “springing” or an “immediate” authorization? Do you know what your bank or retirement account custodian would require if your financial power of attorney agent needed to transact on...
by Marie Burns | Sep 7, 2021 | Financial Planning, Financially Organized
Have you talked with your elderly parents about their financial situation yet? They may have initiated a conversation, or you may have, either way, it can feel awkward. But it is helpful to ensure our parents’ well-being, safety from scammers, and comfort level both...
