Still Waters Run Deep
My father taught me more than he knew.
Family dinners and probate
Corporate trustees are expensive. Talk to your children, and maybe you won’t need one.
Unclaimed Funds and Probate
Did you forget something? The Comptroller may be holding your money.
Mental Capacity and Estate Planning
If you have all your marbles, can you still count them? And what does it matter?
Management Agencies
A limited but versatile tool for money management that just might delay disability.
What’s Your Number?
How much money do you need to retire? That number should drive your tax, gift, and financial planning.
Older Drivers
Driver safety is about more than taking the keys away. Here are resources and strategies to help support older drivers.
Locating Assets
Slow and steady wins this race. Here’s our checklist for locating assets.
Charitable Bequests
Does your Will name a charity? Giving money away is harder than you think.
Agent’s Certification
Banks can’t reject your Statutory Durable Power of Attorney without reason. Here’s the certification you’ll need.
Harvey Takeaways
Are you at risk of flooding? Are you caring for someone who is? Here are some lessons learned from Harvey.
Harvey Repairs
Residential construction is treacherous. Don’t sign a contract until you read this.