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.
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.