The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there are four essential conversations that families should be having concerning their financial and estate plans. They are: The Estate Documents Conversation. The Eldercare Conversation. The […]
You better have a Plan for a Retirement Home
“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® While having dinner with our daughter Paige the other night, the topic of money came up. Paige told us, “you better have a plan for […]
