Taking Money From Mom is Not Harmless

Big problems can arise when children take money from their parents. I regularly encounter many sad examples of funds going from elderly parents, some of whom are no longer mentally aware of how much money they have left, to pay for expensive cars, vacations, plastic...

Why Can’t I Just Add My Kid to the Title?

  One of the concerns many of the folks I talk to everyday share is how to protect their assets, especially their home as they start getting older. Many people are under the impression that by making their children or other family members co-owners on their home,...

Everybody Needs a Plan For Long Term Care

Many of my clients are understandably wary of talking about long term care costs. The fact that most of us will lose the ability to care for ourselves at some point or another is an easy elephant in the room to push away for another day. What causes these fears? The...