Year: 2019
The estate plan is a major tool to protect your family. Okay, you now have an estate plan. What’s the biggest mistake you can make? Not updating the plan as the years go by and life changes occur, according to the Times Herald in “Top six estate planning mistakes“. Another big mistake would be to […]
What measures would you like carried out, if health issues arise and you can’t speak for yourself? A very important conversation to have with your loved ones is what type of care you would like should a health crisis arise. While it most likely will not be your favorite conversation, it is important that you […]
Early signs of the loss of a customer’s mental agility may be recognized by banking personnel. New federal legislation gives banks and financial institutions new tools to join in the efforts to halt the ever-growing problem of elder financial abuse, according to The Wall Street Journal in “Banks Monitor Older Customers for Cognitive Decline“. Financial […]
An estate planning resolution can be beneficial to everyone. There are many possible New Year’s resolutions. However, a good one to consider may well be creating an estate plan or taking a fresh look at your current plan, according to the Grand Rapids Business Journal in “Incorporate estate planning into New Year’s resolutions“. Resolving to […]
