Don’t Leave Life Without Your Will

Don't get stuck without your will

What do Howard Hughes, Jimi Hendrix, Sonny Bono, Prince, and Aretha Franklin have in common? They all died without a will, a condition called intestacy. And because they lacked a will, settling their estates has taken decades. Can you believe that? Maybe it’s me, but it would seem the more money you have, the more…

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What to Know about Downsizing, Parents, and Banking

What to Know about Downsizing, Parents, and Banking

Over the last few years, I’ve helped my mother downsize from a 2000 square foot house to a 2-bedroom apartment. Once again, we are making a move, this time 500 miles away to be closer to me, my daughter and granddaughter, and her sister. Near or far, downsizing a parent is a huge project. The…

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