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Preparing for the Loss of the Family CEO: Part III

Part III:  Implementing the Family Contingency Plan In Part I, I described the problems that people face after the Family CEO dies.  In Part II, I suggested creating a family contingency plan to help prepare for the loss of the Family CEO, and concluded with an...

Preparing for the Loss of the Family CEO: Part II

Part II:  What to Do About It! In Part I of this 3 part series, I described the problems that people commonly experience after the “Family CEO” dies.  Now I want to share some ideas to help prepare for that event. After watching my dad struggle to figure out how to...

Preparing for the Loss of The Family CEO: Part I

Part I:  The Problem In the years I have been doing estate planning, I have observed with almost every couple that one of them has taken the lead with paying the bills, handling bank and utility accounts and, in general, managing the family’s financial, legal,...

Financial Elder Abuse Part II – A Coming Crisis

When I came home today, I picked up my October issue of the AARP Bulletin, in which I found an article entitled Money and Memory: A Coming Crisis. (Note that the on-line version substitutes the word “Concern” for “Crisis”.  I think the print version got it right!) ...