Archive for estate

The Money Talk with Your Parents: The Five Step Process

by Randy L. Thurman, CFP™, CPA/PFS, CCCSOK.org Board of Directors and Melissa Geiser, CCCSOK.org Research Specialist   More adult children are concerned about Mom and Dad and their financial status, and they should be. Our parents are living longer than ever so, before something like dementia or a stroke makes a conversation about money next

Read more →