Articles
Articles of Interest
Downsizing? How to Get Rid of Things
"Your house, and what it contains, is a minefield in the eyes of your grown children. Your grown children will not agree to be the recipients of your downsizing if it means their upsizing" - Elizabeth Stewart 10 things your kids don’t want to inherit
Special Considerations for Families with Special Needs
"Life is more complicated for families who have a loved one with a disability. From finding the right medical professionals and the right schools or other programs, to obtaining necessary therapies and services, people with disabilities face additional steps, extra...
Plan for a Long Retirement
“A lot of people don’t realize how long they may live,” said Andrew Crowell, vice chairman of wealth management at D.A. Davidson & Co. Americans are living longer — the number of 65+ year olds grew from 8% to 12% of the total population between 1950 and 2000, and...
Estate Planning Mistakes to Avoid
"The key to avoiding costly estate planning mistakes is generally a willingness to spend the time and the resources to ensure the family is protected in the event of their death or incapacity. Often, a little time and money spent planning can prevent spending a lot of...
Relay Your End of Life Wishes Clearly and Often
"It’s tempting to assume that if you tell one doctor what you want at the end of your life, that’s enough — what you want will be clearly documented and retrievable when it is needed, and the record will follow you wherever you go. Yet this critical information is...
Make Your End of Life Wishes Known
Please have the important discussion regarding your end of life wishes with your family and loved ones. It is a personal, religious, and philosophical issue and it can be complex, but it is important that those who care about you most understand your wishes and...
The Story of Writing a Will
"Death is inevitable, but we continue to make long-term bets: My wife, Jeanne, and I might have enough economy-size jugs of Tide and gigantic packages of toilet paper rolls, bought on regular trips to Costco, to survive into the next century. Still, preparing for an...
Is Full Retirement for You?
“We definitely see evidence that retirement is fluid,” said Kathleen Mullen, a RAND senior economist and co-author of its American Working Conditions Survey. “There’s less of the traditional schedule: work to a certain age, retire, see the world. We see people...
Seniors Can Be Easy Targets for Scammers
"While a person can become a victim of a scam at any age, the senior population is becoming more vulnerable to scammers. Seniors make good targets because they generally have good credit and accessible savings. Further, many seniors are alone or suffer from conditions...
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