How to Build an Estate Team When Managing a Parent’s Death

documents for the estate team

Sometimes death is sudden and unexpected. Other times, there is time to prepare. With my mother’s recent death, I was at an odd juncture between the both. She had serious health issues but the doctors gave her a two year prognosis. Upon the startling news, we initiated the process to clean up her affairs. Upon…

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Your Emergency Fund after 50: Be Prepared and Be Aware

your emergency fund after 50

I was attending the FinCon2019 conference when my brother called to tell me our mother had died. Since that time, I had been in a mind-numbing blizzard of power of attorney (POA) activities, funeral planning, family dynamics, client overload, and a broken refrigerator. Even though, her death was 5 weeks ago, my mental and emotional…

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