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Date 06/27/2017
Financial Advice for Multi-Generational Caretaking
Time was, families used to be dealing with elderly parents, young children ... and everything in between, all in one house! This is less common now, and as a result, many families are actually unprepared for how to handle it -- simply because models are much less plentiful. The reason I highlight it now, is that we can help -- whether with specific practical assistance, or even just dispassionate advice. You might know somebody in this situation -- or you could be dealing with it yourself....Read More
Posted by Patrick O'Hara
Date 06/13/2017
For many people, worrying about things can become more vexing than the original problem they were grappling with...Read More
Posted by Patrick O'Hara
Date 06/05/2017
Six Good Reasons Everyone Should Have An Estate Plan
Many well-meaning (and very loving) parents haven't yet established an estate plan. That is a sad reality. Yes, perhaps they've downloaded a fill-in-the-blank will from a software service, but unfortunately, with many situations, these don't cover every important component of your wishes...Read More
Posted by Patrick O'Hara
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