The Greenard Index

As we all age, many adults have financial and medical concerns relating to their care as they become older. Portfolio managers who prepare estate plans for their clients should address many of these concerns.

An Advance Care Plan is the act of writing down your beliefs and wishes, with specific instructions, regarding your future health care.

What happens between the date of retirement and the date of passing is often left unplanned. There are resources to help.

Helping your parents as they age is difficult. Here are 10 discussion points to consider when dealing with your aging parents’ financial situation.

There is a growing trend where multiple generations of a family/household are working together with one Portfolio Manager — which is referred to as “householding.”

We recommend that people speak with their lawyer regarding a legal power of attorney when they are updating their will, if not sooner.