ESTABLISHING GUARDIANSHIP: WHY IT’S SO IMPORTANT AND THINGS TO CONSIDER

Posted by Clay Caldwell, CFP® and Rich Winters, CFP®, CRPC®
On February 19, 2019

If you and your spouse were to pass away, who would assume legal guardianship of your children? Would your extended family members decide who raises your children? Would the courts decide? Maybe it would be a combination of the two? And for separated families, what kind of additional complexities exist? While it is a […]

FACING THE POSSIBILITY OF INCAPACITY

Posted by Brad Bridgewater
On August 7, 2017

Even with today’s medical miracles, it’s a real possibility that you or your spouse could become incapable of handling your own medical or financial affairs. A serious illness or accident can happen suddenly at any age, such as a fall, head injury, or automobile accident. Advancing age can bring senility, Alzheimer’s disease, or other ailments […]