The call came four days after her husband died. A credit card company. Forty-one thousand dollars on his account. The representative told her she was responsible for the balance and ... Read more

A client forwarded me a CNBC article last week with a note: “Does this affect our trust?” It was a reasonable question. The article described a provision buried in the ... Read more

She found the notebook in the top drawer of her mother’s desk. Six pages. Every account. Every password. Username, password, recovery question. Her mother had been organized her whole life, ... Read more

If you are a divorced father, you already know something that most married fathers don’t: showing up for your kids takes more deliberate effort than it looks like from the ... Read more

If you are a stepfather, you know the difference between the legal definition of father and the real one. The real one shows up. He learns the allergies, the fears, ... Read more

There are two kinds of fathers. The first kind coaches the games, makes it to the school plays, stays up late helping with the projects, and loves his family in ... Read more

I work with parents on this exact question all the time, and especially this time of year, sitting right between Mother’s Day and Father’s Day, the love you have for ... Read more

She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social Security checks, one tax return. When her husband died, she assumed very ... Read more

This happens far more than it should. You signed a Power of Attorney (POA), named someone you trust, and filed it away with your important documents. You felt the quiet ... Read more

If something happened to you tomorrow, would the people you love know what to do? Would they have the legal authority to do it? Most people think they have a ... Read more