The Greenard Index

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.

Apr 5, 2024 12:00 PM Read more >

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.

Mar 22, 2024 5:30 PM Read more >

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.”

Mar 15, 2024 12:00 PM Read more >

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

Mar 1, 2024 4:00 PM Read more >

Kevin Greenard: Digital footprint guide will help your executor

Feb 23, 2024 12:00 PM Read more >

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

Feb 16, 2024 12:00 PM Read more >

Kevin Greenard: Benefits of banking and financial power of attorney

Feb 9, 2024 12:00 PM Read more >

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.

Feb 2, 2024 12:00 PM Read more >

Kevin Greenard: What flows through your estate?

Jan 26, 2024 12:00 PM Read more >

Kevin Greenard: Organization is key for estate planning

Jan 19, 2024 12:00 PM Read more >