PBM Blog

I have a Power of Attorney – Why can’t I do what Dad told me he wants to do?

Nearly every client under the age of 60 starts the conversation with “I know we’re probably too young for this” and nearly every client over the age of 60 tells me, “We know we should have done this years ago and it’s probably too late to do anything now.”

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What to do with Uncle Joe’s Stocks?

Nearly every client under the age of 60 starts the conversation with “I know we’re probably too young for this” and nearly every client over the age of 60 tells me, “We know we should have done this years ago and it’s probably too late to do anything now.”

read more