Tag Archives: Family

Happy New Year!

Posted on January 1, 2016 by Roger Billings

The new year is a time of pivoting, of looking two ways at once. We look back at the year 2015 that is gone. We remember and assess. At the same time we look forward to the year to come, … Continue reading →






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Best of Blog: Thanksgiving Post – How to Talk Finances with the Family

Posted on November 25, 2015 by Roger Billings

Following is a Thanksgiving post from November 2010 on communicating with family about finances during the holidays: Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner … Continue reading →






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Family Finances and Thanksgiving Dinner Don’t Mix, But There May Be Some Other Time This Weekend to Bring Up These Important Topics

Posted on November 23, 2010 by Roger Billings

Estate planning is a gift.  Ideally, executing a will or trust is unselfish.  The intent is to benefit the heirs, while the planner gains peace of mind, but usually no financial benefit from the process.  Many parents consider a well-drafted … Continue reading →






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