Overwhelmed.  It is the most common word that I hear within the first sentence of nearly every telephone call that I receive from a prospective client.  It is a loaded word – one filled with feeling, with emotion.  When used in the context of talking with me, the word takes on a negative meaning, as...Read More

As regular readers of this blog know, I spend a lot of time writing about the importance of planning ahead for life’s transitions.  Recently, a client asked me to help develop a strategy for dealing with his adult daughter who simply refused to engage in the transition planning process he was trying so hard to complete....Read More

Those of you who read this column regularly know that I’m a big believer in planning ahead. I advocate creating a Family Transition Plan that organizes all of your affairs in an “owner’s manual” to make it easy for your loved ones to carry on when you can no longer do so for yourself. Recently,...Read More