When Dementia Threatens Your Money
Originally published in Money By Melissa Montgomery-Fitzsimmons The older woman, in her mid-80s, was one of my sharpest clients, always on top of her finances. Then,…
Tag Archives: estate planning
Guest Column: Built a big estate without heirs?
Originally published in The Aspen Times By Charles Bantis It is a dilemma for many aging Aspenites: What to do with wealth accumulated over a lifetime?…
Heartfelt message about your legacy is priceless
Originally published in Coloradoan.com By Jim Sprout When an estate plan goes wrong, the consequences can be really frustrating – needlessly steep tax bills, for…
Couples with Big Age Differences Face Big Financial Planning Questions
Originally published on Financial Planning Questions By Annika Cushnie, Brightworth Couples with a significant age difference must face a number of unique questions about love,…