Estate Planning
17 Apr 2017 Live with MainStreet – Ep. 11 Spring Cleaning and Vacation Prep
Spring Cleaning and Vacation Prep tips
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27 Feb 2017 Loving Your Elderly Parents
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We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned...
07 Feb 2017 Love means My Will is Up to Date
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Having worked for two bank trust departments and observed so many complex problems created by the lack of a will, I have always urged clients, friends, and family members to keep their estate planning documents up to date. Those documents include a will, durable power...
15 Jun 2016 Do you need a will? What to know about estate planning
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Do I need a will? How do I get one? The answer financial planners usually give is that it depends. But generally speaking, you should have an up-to-date will, as well as a durable power of attorney for health care, also called a health care proxy,...
13 May 2016 Live w/Jim & Anna, Ep. 25: Last Episode
Q/A: Home Equity in Retirement, Home Warranty & Auto Premium Increase
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