Essential Masterclass
How to Pay for Care without Going Bankrupt

Should You Add Someone to Your Bank Account?

Caregiving Burnout

I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of attorney. How does that work? Is the son still a joint account holder?

8 Essential Estate Planning Documents

Estate Tax Gifting Exemption

If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.

Do You Need an Estate Plan Check-up?

Estate Planning Check-up

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may spend significant money trying to use them down the road.

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