Category Archives: General Financial Articles

Last Will & Testament: Add a Letter Covering These 14 Wishes

Last Will & Testament: Add a Letter Covering These 14 Wishes Presented by Charles D. Vaughan, CFP® Chartered Retirement Planning Counselor Having a will is necessary, but there is a great deal of information the legal document does not include. … Continue reading

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Understanding Guardianship for Older Adults

One day you may find yourself involved in guardianship proceedings for an elderly parent or relative. Here’s an overview of what guardianship means today, how the court evaluates the adult, and what you need to know. Presented by Charles D. … Continue reading

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