Over the last few years, I’ve worked with two brothers who received their beloved mother’s home, along with other assets, once she passed away. However, around the same time, these two mourning brothers had other challenges thrown at them: Brother…
Ok, I admit it: all of my talk about long-term care, pensions, and retirement planning can get a little…dry. I only blog and email about it every week because I truly care about you and your family, but I think…
I wanted to share a story about one of my clients with you so that we can all learn from her experience. Recently, another client referred one of her friends to me, a woman who was working on getting everything…