Six years ago, I began working with one of my dearest clients — a widow in her late 80s and sharp as a tack. She understood the importance of having her financial affairs in order through the experience of her husband passing away. Her goal was to move her assets to her loved ones without any issues.
This was a unique challenge because one child in her 50s was fighting cancer and the other had been in a nursing home for quite some time. Several years went by and she passed away very peacefully.
In just a few months her daughter died of non-smoking lung cancer. Thankfully, over the years she and her family had made some very important decisions and prepared the legal documents to execute those decisions.
By now you are probably asking yourself why I am telling you this story. I’m telling you because it was a not-so-gentle reminder about