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…

7 Steps to Prepare for Cognitive Aging
Bill Payments | Daily Money Management | Power of Attorney | Seniors Health & Wellness | Wills & Estates

7 Steps to Prepare for Cognitive Aging

One of the first signs of cognitive aging, the process by which cognitive abilities decline with age, is problems managing one’s own finances. Cognitive aging also puts a person at a greater risk for fraud and exploitation. Learn about the Seven Steps to Prepare for Cognitive Aging.

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