by Chip Workman | Dec 12, 2018 | Estate Planning
Imagine converting all your assets to cash. The value of your home, portfolio, artwork, vacation property, antiques, etc. Needing somewhere to keep this cash, you commission a local company to build a custom safe. The safe’s principal function is to protect your...
by taaginc | Aug 17, 2016 | Estate Planning, Personal Stories
My grandmother and I have always been close. When I was growing up, I spent many a Friday night having carpet picnics with her and my grandpa where we sat on the living room floor with a blanket and had dinner, usually fried chicken. We would watch Wheel of Fortune...
by taaginc | May 11, 2016 | Estate Planning, Personal Stories
Wills, living wills, health care powers of attorney, beneficiary designations, and trusts – these are terms you probably recognize from every article that’s ever been written on estate planning. For most people, estate planning is on the nagging list of...
by taaginc | Nov 12, 2014 | Estate Planning, Healthcare & Wellness
As we age, the financial services industry bombards us with invitations to steak dinners and seminars promising to reveal the secrets for protecting our assets from estate taxes, probate expenses and Medicaid laws. (I get them too!) But we’re rarely offered...
by taaginc | Oct 1, 2014 | Estate Planning, Healthcare & Wellness, Personal Stories
Last night I learned my father had a Transient Ischemic Attack or TIA, sometimes described as a mini-stroke. He was standing in the driveway, talking to my mother about the mums she had planted, and all of a sudden his speech became gibberish. He said he felt like he...
