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A Case Study

A few months ago, I met with a family with the following set of circumstances; Sue, the mother, has cancer; Jim, the father, is employed; one son, Steve, is 17 with autism in addition to other special needs who does not receive public benefits; the other son, Bruce, is a college graduate and works in a neighboring town. Sue’s father recently died and left Steve $45,000 worth of bank stock. There are a variety of issues that must be addressed with this family.

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Brad is quoted in MarketWatch

Brad is quoted in a MarketWatch article entitled, "Caring for Older People's Finances can Boost Independence," dated May 21, 2015.  To read this article, click here.

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Brad quoted in NerdWallet

Brad is quoted in an article entitled "Long Term Care Insurance: It's Not for Everyone."  Please click here to read this article.

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Brad quoted in in MarketWatch

Brad is quoted in an article in MarketWatch entitled, "Who's Getting the Beach House? Tell Your Heirs Now." Click here to read this article.

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