Last week I got a frantic call from a prospective client, he’d just been told by a care facility the family needed to pay as a RAD (refundable accommodation deposit) for their Mum to enter care. They didn’t have it and were worried about what to do! As there was considerable confusion about their Mum’s…
There are some days where being an adult is hard emotionally…today’s one of those days. Recently my mother passed away and despite dealing with many other family losses over the years this one is different. This one makes me the ‘elder’ of our family unit…and with that comes responsibilities. Going through her personal belongings was…
There’s nothing quite as stressful as the passing of a Loved One. It creates emotional turmoil and a lot of ‘stuff’ that needs attending to after they’ve gone. There’s a lot of ‘stuff’ you’ll need to know to help fill out all the forms that come with a passing. I knew most things, but when push…
I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…
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