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Uncashed Checks Going Stale
When helping clients organize their finances, we typically start by sorting and reviewing their papers. Sometimes, we find uncashed checks. Determining if a check is…
Cash Stashed Under the Mattress
When helping clients organize their finances, we often begin by organizing their papers and belongings. We find the most interesting things… including cash! Cash was…
Stock Documents Buried in Piles of Papers
If you’re responsible for a parent’s finances, have you discovered important stock documents hiding in their files or piles of papers and mail? These could…
Selecting a Medicaid Pooled Income Trust
Using a Pooled Income Trust to qualify for Medicaid coverage. Several of our clients are concerned about their ability to continue receiving care at home…
Employee Benefits and Financial Security
As your young adult embarks on their professional journey, it becomes imperative to guide them through crucial decisions regarding employee benefits, retirement savings, and insurance.…
Navigating Major Financial Decisions
As young adults leave home, their two most important financial decisions will revolve around their largest expenses – housing and possibly transportation. Your task is…
Nurturing Financial Wisdom and Money Management
What Would You Tell Your Younger Self about Money Management? Whether your children are facing life’s financial journey as recent college graduates, starting their first…
Undermining a POA Could Lead to Guardianship
Attorneys and Daily Money Managers (DMMs) encourage individuals (principals) to prepare estate plans. This process includes appointing an agent under Power of Attorney, well in…
