Paul B. PlantMay 10, 20162 min readTrustsWhen Is the Right Time to Seek Memory Care for Mom?Sometimes, it’s hard for those closest to us to recognize when it’s time for a change, and it can be harder still for our loved ones to...
Paul B. PlantMar 2, 20163 min readTrustsTips for Having “The Talk” with Mom about Assisted LivingAs an outside observer, often times, it is the child who first notices changes in Mom that signal it may be time for her to move to an...
Paul B. PlantMar 27, 20153 min readTrustsHow to Divvy Up Your StuffWhat’s the best, conflict-free way to divvy up my personal possessions amongst my kids after I’m gone? I have jewelry, art, family...
Paul B. PlantOct 16, 20143 min readSenior CareIdentifying and Avoiding Caregiver BurnoutBy: Henry C. Weatherby, Esq., CLU, ChFC, CEBS Many of our clients are caring for or being cared for by a loved one. More than 65 million...