Tag: Checklist

Long Term Planning Is Critical Right Now

Today’s COVID crisis has heightened our awareness of the unexpected. If you are over 60, or are caring for a senior or parent, you are no doubt in the midst of crisis management. This can be a tough time, requiring tough decisions, especially if long-term care is required.  Unfortunately, many families are not properly prepared… Continued

Family Protection Planning Right Now

During a crisis like COVID, many of us are dealing with health or financial issues.  However, some families mistakenly believe that only those with older family members need to be concerned with planning and protecting family assets.  But, protecting your family is important at any age, especially for those with younger children.  Unfortunately, most younger… Continued