We had a wonderful experience with a current client and felt it important to share. Let’s call her Ms. White. Ms. White is 92 and was considering moving into a retirement community when she called us for some assistance. She had a lovely condo in which she had been...
Having "the" talk with your adult children regarding your wishes and how you would like their inheritance to be divided is never an easy subject to broach. However, experience has shown that families who do prepare in advance leave their children with less issues to...