Each month I bring a handful of my clients to meet an individual from my network who is an expert in their field. At these informal meetings, we sit down and discuss a single topic drawing on the knowledge and experience of the expert. This gives my clients a chance to get answers to some of their burning questions and it gives my colleagues a chance to showcase their expertise to anew audience.
If you are interested in being my next expert, please contact me today.
Just as your parents cared for you in your growing years, you may in time, be called upon to lend support as your parents age. Whether this is prompted by their request or forced by a medical situation or a decline in mental faculties. The guiding principle for assisting any person is to have respect, and in particular for the aging, to live as independently as their desire, capabilities and resources will allow.
This Expert Series will discuss the following:
Their State of Mind. Health and Medical Issues. Housing Options. Power of Attorney. Space is limited, call or e-mail me today to reserve your place for this informative discussion.
The convenience of holding assets jointly has led to an increasing use of Joint Accounts as a means to transfer wealth between spouses with little or no financial or administrative consequences.
This Expert Series will discuss the following:
What is Joint ownership? Why a Joint Account? Joint Accounts and probate taxes. Space is limited, call or e-mail me today to reserve your place for this informative discussion.