Cover Me: Why a Durable Power of Attorney for Asset Management is a Smart Part of Your Estate Plan

In 2007, pop singer Britney Spears had a highly publicized meltdown. Caught on camera shaving her head, attacking a paparazzo with an umbrella and otherwise calling her sanity into question, Spears’s father took steps to contain his 26-year-old daughter’s erratic behavior and protect her multi-million dollar estate. While today, Jamie Spears’s actions appear to have… Read More »

Keep Clients from Becoming Squeezed As Part of the ‘Sandwich Generation’

Your clients have worked hard all their adult years, raising children and changing careers with the times, while aiming toward a great retirement. But perhaps a family elder is increasingly in need of assistance, financially and otherwise, because she’s nearly outlived her retirement nest egg. And so, your clients invited her to live with them…. Read More »

Money Managers Cut Worry for Seniors

It’s tough enough for many adults to keep track of their bills, but it can be especially hard for those in their retirement years. Failing eyesight and hearing, coupled with arthritis-stricken hands and fading memory, can make keeping track of everything a Herculean task for many seniors. That is especially true if there are no… Read More »