Secrets of
Successful Agers
As an estate planning attorney and creator of the online video course, Legacy Blueprint, I have a front-row seat to aging. I get to see what works, what doesn't, the mistakes people make, and the little things some people do that make aging—and eventually handing things off to the next generation—so much easier.
Secrets of Successful Agers is where I share the best of what I've learned and observed, so you can borrow the strategies that work and use them in your own life.
The Power of Ditzy & Wobbly
Feeling a little ditzy? A little wobbly? This stage of life may actually be one of your most powerful opportunities to plan thoughtfully for what comes next.
The Trusted Tax Preparer
As we get older, having a longtime tax preparer can be an important member of your “team”. When someone eventually needs to step in and help manage our finances, years of organized tax returns - and a professional who already knows you and your financial history can make the transition significantly easier.
The Gentle Handoff: Appointment of a Co-Trustee
The Gentle Handoff: Don't wait until a crisis to make it possible for someone to help you.