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Estate Planning

Advanced Planning 101

[et_pb_section fb_built="1" _builder_version="4.16" _module_preset="default" custom_padding="37px|||||" global_colors_info="{}"][et_pb_row admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||"][et_pb_text _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"]Advanced Planning 101[/et_pb_text][et_pb_text _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"]Avoiding mistakes that can derail your efforts[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"][et_pb_column type="4_4" _builder_version="4.19.3" _module_preset="default" global_colors_info="{}"][et_pb_image src="https://papertigresspfc.com/wp-content/uploads/2023/04/Money-2.jpg" alt="Cash…

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Mother and daughter holding hands and discussing daily money management for caregivers

The Dream Team

Clare was mentally acute but had physical challenges that prevented her from writing checks legibly.  She had no children and gave power of attorney to her niece.  Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’.  One hundred thousand dollars later, Clare caught on

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Take Control

Action Reduces Anxiety  (and Boredom)! If you are not an 'essential worker', chances are you are doing your part to control the spread of COVID-19 by staying put. That is also a heroic act! So many people are helping in…

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What If I Died?

What If I Died? Using a Daily Money Manager to Plan Like There’s No Tomorrow   Sixty percent of Americans have not done any estate planning.  If you have ever been or talked to the executor of a poorly planned,…

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