So many things to consider, and so few answers:
Social Security - Retirement
Required Minimum Distributions - Taxes - Insurance
Caring for Parents - Who’s Watching Out For Them - Who’s There For Them?
An Inheritance Received - Planning Your Children’s Inheritance
Planning Your Own Future
The bottom line:
Who Will Help You, Your Parents or Your Children As Power of Attorney, Trustee, Health Care Surrogate, or Personal Representative?
Where can you go to sort it all out and get answers – especially answers that are independent of products, sales, and commissions?
Professional Fiduciary/Independent Trustee
– Arlene R. Foreman
A one-hour free initial consultation generally is sufficient to help you identify how Arlene can help you answer the questions that are most important to you.