Monthly Archives: May 2014

Look who’s not talking…

Why isn't estate planning as much about communicating personal and family needs as making tax and financial decisions?
Consider the results of a 2013 Merrill Lynch Retirement Study. The study found evidence of a significant lack of communication between adult children and their parents about  issues such as long term care, where to live, wills and financial...
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Upcoming Workshop!

ParkPeopleBlueWEBHealthy Habits for Estate and Personal Planning:  Looking after our bodies, our property & our loved ones
Sunday, May 25, 2014  - 1 pm to 3 pm The Loft Studio - 396...
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Taxes finished? Planning time!

Spring fernNow is the perfect time to think about your will, and other legal, financial and personal documents. If you already have a will, it's probably time you reviewed it. If you don't have a will, it's time to consider making one! Thinking about your estate and...
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