When Your Parents Can’t Handle Their Own Affairs Learn, ask questions – It’s unimaginable that our parents, or other older loved ones, may come to the point where they are no longer the people we remember – over 90, physically unable though still mentally alert; no longer know who they or their family is when…
Learn, ask questions – It’s unimaginable that our parents, or other older loved ones, may come to the point where they are no longer the people we remember – over 90, physically unable though still mentally alert; no longer know who they or their family is when only a few years ago they were sharp as tacks; still relatively young and memory is problematic.
We have a unique perspective on estate planning that serves our clients well. We thoroughly review not just your assets and your wishes but your legacy. We ask the questions “What’s in the best interest of this family, how do we achieve those goals and what kind of legacy do you want to leave behind?” After answering these key questions, we help you determine the best course of action for your family going forward.