financial responsibility

The ‘Aging Checklist’: What Is It And Why Every Retiree Needs One

William Hayes · Aug 7, 2020 ·

The ‘Aging Checklist’: What Is It And Why Every Retiree Needs One Several times a year, a client who is caring for an aging parent will confide in me, “I told my kids if I’m ever in that state, they should just shoot me.” The comments are made in jest (usually), but there is a strong element of …

What to Do When You Inherit

William Hayes · Jul 9, 2019 ·

You want to be wise about investing your new inheritance. After all, it's a windfall and you may be thinking about putting it into taxable accounts or property assets. But take a step back to consider some tips on what to do. Resolve taxes There's a difference between estate taxes and inheritance …

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