Publications

Matthew Erskine 6/9/22 Matthew Erskine 6/9/22

10 Ways to Prepare to Help Your Parents Manage Their Finances

10 actions you can take that help open the lines of communication and determine where you can play a role in managing your elderly parents’ finances. Asking questions about their long-term financial plans and what they've done to prepare for them will give you a better sense of how you can assist them with real estate, investments, and collections.

Matthew Erskine 4/21/21 Matthew Erskine 4/21/21

What Do You Do When The Family CEO Suffers From Dementia?

The result of such strategic planning by the family, and advised by their professionals, is that the Family always has a “Plan B” to deal with difficult situations, and understand the time and costs needed to implement that Plan B if something like mental illness does strike. Without those strategic options, the family is thrown back onto the tactics available through the courts that may be surprisingly costly and time-consuming.