Crypto 101. An important checklist. Bite sized wisdom.[Read more…] about 3 interesting things I saw this week – October 28, 2022
Gifting Assets as Part of Long-Term Care Planning
From time to time I get a question about whether an elderly parent should transfer their home or investment accounts to their children while they are still living. Usually the reasoning is that if they need to go into a nursing home for any length of time, the expenses will drain their assets and there will be very little money, if any, to pass down to their heirs. [Read more…] about Gifting Assets as Part of Long-Term Care Planning
Year End Planning Items
It inevitably seems like the week between Christmas and New Years becomes one big to-do list where we try to remember and then accomplish it all before the calendar flips.
At the risk of giving you more things to tackle, here are a few financial items to review. Some may help lower the tax bill while others are just good to do on an annual basis. [Read more…] about Year End Planning Items
A Quick and Important Conversation with Your Family
For Thanksgiving this year, my family and I visited my parents in Florida. There were the usual Thursday morning holiday activities; catching up on family gossip and preparing enough food for a small army, all accompanied by the sound of marching bands from a TV tuned to the Macy’s Thanksgiving Day parade. In the midst of all this, my father asked me to follow him to the spare bedroom. [Read more…] about A Quick and Important Conversation with Your Family