Estate Planning

iThrive Ideas™ (Unclaimed Property)

iThrive Ideas™ (Estate Planning)

Should You be the Bank of Mom and Dad to Your Adult Child?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

Not Just for the Older Crowd: Powers of Attorney for the 18+ Year Old

If your child, or someone close to you has a child turning 18 and will be heading off to school in the Fall, or if you already have a child attending college, you may want to consider having that young adult sign Powers of Attorney for Healthcare and Financial decisions. Although your 18-Year-Old may still be a kid in your eyes, that’s probably not how your State sees it.

Financial Planning for Your Aging Parents

If you come from a typical family, finances were rarely discussed in detail even as you matured into adulthood, which was fine as long as your parents were fully capable of running their own lives.  But, as your parents age, and with today’s life expectancies that could span another 20 to 30 years at age 60, there is a strong likelihood that they might lose their cognitive function o

Finance Lessons for Your Teen

The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and savings habits. Out of this economic malaise may come an opportunity to finally instill the right habits in your teens.

Key Estate Planning Documents You Need

There are four estate planning documents you may need, regardless of your age, health, or wealth:

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