A Client Story – Retired Businessman Hires Financial Concierge
Client Stories | Document Organization | Power of Attorney | Wills & Estates

A Client Story – Retired Businessman Hires Financial Concierge

John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…

Serving as Caregiver Takes Toll as You Age
Seniors Health & Wellness | Client Stories | Community

Serving as Caregiver Takes Toll as You Age

Experts urge training, support and rest for aging caregivers as seniors caring for seniors in retirement becomes increasingly common. As people live longer, caregivers can expect to spend years caring for a spouse or even a parent. And older caregivers, many in their seventies or eighties themselves, often grapple with special challenges…

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