Tag Archives | estate planning
older investor

“What Do I Do When I Get Stupid?”

Finance professor Lewis Mandell was taken aback when asked by a former student, now a physician, about how to handle his investments when he got older: Asked the doctor —  “My concern is—what do I do when I get stupid?” It may not be the most eloquently put, but it does express the concern we all […]

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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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