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The Greenard Index

Kevin Greenard: Advance Care Plan maps out future health care

Kevin Greenard: Advance Care Plan maps out future health care

An Advance Care Plan is the act of writing down your beliefs and wishes, with specific instructions, regarding your future health care.
Kevin Greenard: How to create a caregiver plan for yourself and others

Kevin Greenard: How to create a caregiver plan for yourself and others

What happens between the date of retirement and the date of passing is often left unplanned. There are resources to help.
Kevin Greenard: 10 tips to help aging parents with their finances

Kevin Greenard: 10 tips to help aging parents with their finances

Helping your parents as they age is difficult. Here are 10 discussion points to consider when dealing with your aging parents’ financial situation.
Kevin Greenard: Householding helps estate planning

Kevin Greenard: Householding helps estate planning

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.”
Kevin Greenard: Using a memorandum to distribute personal and household effects

Kevin Greenard: Using a memorandum to distribute personal and household effects

Kevin Greenard: Digital footprint guide will help your executor

Kevin Greenard: Digital footprint guide will help your executor

Kevin Greenard: A will is an essential document in an estate plan

Kevin Greenard: A will is an essential document in an estate plan

Kevin Greenard: Benefits of banking and financial power of attorney

Kevin Greenard: Benefits of banking and financial power of attorney

Kevin Greenard: Legal power of attorney is essential

Kevin Greenard: Legal power of attorney is essential

We recommend that people speak with their lawyer regarding a legal power of attorney when they are updating their will, if not sooner.
Kevin Greenard: What flows through your estate?

Kevin Greenard: What flows through your estate?