In speaking with client recently, she wanted to know if there is a way ensure that her children, one of whom has access to her bank accounts, can’t divert her funds away from caring for her. Not that she didn’t implicitly trust the child who is a joint account holder on her accounts, but that...
Click here to test out my LifeLegacy page and create a Will, Power of Attorney or Health Care Directive! Comments welcomed! Feel free to reach out to me at jonathan@gudemalegacyadvisors.com to claim my free offer (watch the video:)
Thank you to everyone who has followed this blog, some of you have been with me for close to 15 years! Please take a few minutes to check out this video I just created, talking about changes to my blogging format and a special offer. Click here to test out my LifeLegacy page and create...
I started my journey in Planned Giving in the summer of 1992 – 32 years ago!!! I even had a little hair on my head back then. While King Solomon’s statement that there is “nothing new under the sun” has to be true (look into who he was….), if our careers and businesses don’t evolve,...