 |
Last year, we created an end-of-year list of some financial considerations and annual maintenance items that clients should consider. As fall approaches, we want to revisit some of those items while also outlining some additional considerations which may require more time and effort to address. 1. Prepare and/or Revise Your Personal Inventories We often advise […]
Read More
Parents and guardians of children with special needs are keenly aware that they must take extra precautions to ensure that their child will continue to live happy, healthy, and fulfilling lives after the parent or guardian passes away. To imagine a child with special needs carrying on without their current support system can be difficult […]
Read More
An unexpected, serious medical diagnosis can be emotionally draining and overwhelming. You may not know where to turn. As you navigate your options, we encourage you to make sure your personal and estate-related affairs are in order. Our team understands that estate planning is likely the last issue you want to deal with during this […]
Read More
Guardianship is the court process of appointing someone as the guardian to manage the personal or financial affairs of a minor or an incapacitated adult. Once appointed and approved by the Court, the guardian is responsible for those matters which are assigned in the guardianship. The guardian may be responsible for making decisions related to […]
Read More
Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri discussed with Tim what a medical power of attorney is and what it does. To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the Podcast Episode Tim Maurer: Tim Maurer, we’re back […]
Read More
Cheri Dorsey was featured on Buckingham Wealth Partners’ podcast, “Ask Buckingham,” hosted by Tim Maurer. Cheri discussed with Tim what is a Financial Power of Attorney and what does it do? To view the original post and video, please visit Buckingham Wealth Partners’ website here. The Transcript of the Podcast Episode Tim Maurer: Hello, I’m Tim […]
Read More
As some colleges prepare to reopen in the next couple of months, college students are beginning to compile their to-do lists. If your child is moving into college, you may be helping them gather all the necessary materials, like their bedding and furniture, and perhaps some paperwork they need to fill out beforehand. The question […]
Read More
In estate planning, we believe in planning for reasonable future uncertainties so you have the peace of mind that you and your loved ones will be protected. A Financial Power of Attorney is just one of many estate planning tools that can allow you to focus on and enjoy the present because you know you […]
Read More