Bridge of Life (Part 5) – The Power of a Coordinated Plan

If Momma is like 70% of the rest of America, she has never done any proper estate planning at all. If she has anything at all, it’s probably

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Family Meeting with Momma

OK. I will give away the punch line first. In this article we discuss the need for a Mom-Centered Family Meeting. It’s a great opportunity for a family

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Scurrying To Help Momma Plan

This picture speaks volumes. Momma has suffered a sudden health crisis and now you are scurrying around to find out whether she has any estate planning documents that

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Financial Planning to Help Pay for Senior’s Health Care Costs

In our last post, we discussed 5 items to consider when working to prepare your Bridge of Life Financial Plan.  In this post. We list a few things to discuss

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Avoiding The 3 BIG Bad Things That Can Happen When You Don’t Plan

Here’s  today’s Facebook Livecast: A lot of folks call the office to say that they just “want to get their ducks in a row”. Usually what they mean by

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