estate planning

Draft Brett Farve to Start Your End-of-Life Plans

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It's awkward to have "the talk" with your parents. Here's how to get started.

We should all have an ongoing conversation with our loved ones, especially the older ones, about their end-of-life plans. Yeah right. We should, but we don’t.

Because clients dread bringing up the topic so much, some financial planners refer to it as “the talk.”

Thanksgiving gives us a great opportunity to start a simple, direct conversation.
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How to Be Charitable…and Hold Onto Your Money


Bench in Yosemite
You can inexpensively plan for a donation from your 401(k) while retaining access to the account if you need it.
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