Tag Archives: seniors

Is It Really a Free Dinner???

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

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Dealing With an Elderly Driver

This subject isn’t exactly estate planning, but it is something an increasing number of clients face.  I saw this article on the topic of dealing with parents or other loved ones who are losing their ability to drive safely and … Continue reading

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Worried about an older relative’s driving?

Reprint from my November 2011 post. This subject isn’t exactly estate planning, but it is something an increasing number of clients face.  I saw this article on the topic of dealing with parents or other loved ones who are losing … Continue reading

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What If I Die Without a Will?

I’m often asked if people really need a Will.  My flippant response is often “it depends, but if you are not going to do one, take my card and give it to your family because they will most likely need … Continue reading

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Free Dinner!!!??

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

Posted in Estate Planning, Financial Planning, life insurance, Scams, Trusts, Wills | Tagged , , , , , | Comments Off