POWER OF ATTORNEY FOR YOUR CHILDREN: WHERE GRANDPARENTS COME IN

Posted by Clay Caldwell, CFP®
On June 28, 2018

For most of us, we think about a Power of Attorney (POA) coming in to assist when a parent is approaching the end of their life. This document gives you the authority to make medical, legal, and financial decisions on your parent’s behalf when they are no longer capable of making these decisions on their […]

FACING THE POSSIBILITY OF INCAPACITY

Posted by Brad Bridgewater
On August 7, 2017

Even with today’s medical miracles, it’s a real possibility that you or your spouse could become incapable of handling your own medical or financial affairs. A serious illness or accident can happen suddenly at any age, such as a fall, head injury, or automobile accident. Advancing age can bring senility, Alzheimer’s disease, or other ailments […]

6 ITEMS TO INCLUDE IN YOUR ESTATE PLAN

Posted by Brad Bridgewater
On November 23, 2016

Perhaps no other aspect of retirement planning is as overwhelming as creating an estate plan. It’s hard to anticipate every eventuality, and it’s even harder to make decisions regarding your family’s future that doesn’t include you. For these reasons, along with the intense emotions that accompany facing their own mortality, many people don’t take the […]