Case Study: How One Son Helped His Parents Regain Control of Their Finances — and Protect Their Legacy
When Peter noticed bills piling up at his aging parents’ house, he stepped in to help manage their $20M estate. Learn how our team helped consolidate over 15 accounts, streamline RMDs and taxes, and preserve the family’s legacy through smart financial caregiving.
Feeling Overwhelmed Managing Your Parent’s Finances? Start by Consolidating Investment Accounts
Feeling overwhelmed managing your parent’s finances? One of the easiest ways to regain control is by consolidating their investment accounts into a single place. Here’s how — and why it works.
What to Do If You’re Named Power of Attorney or Successor Trustee for a Parent
Named Power of Attorney or Trustee for your parent? Here’s what those roles mean, when they apply, and how to prepare before a financial emergency forces your hand.
How to Tell If Your Parents Have a Will or a Trust - and Why It Matters for Financial Caregiving
Not sure if your parents have a will or a trust? This quick guide explains how to tell the difference—and why it matters when you're stepping in to manage their finances.