Tag Archives: Holidays

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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Should Children Urge Parents to Do Their Estate Plan This Holiday?

Posted on November 23, 2011 by Roger Billings

            This is an updated version of last year’s pre-holiday post. If parents do not have an estate plan should their children ask them to get it done? Many parents never find time to set things … Continue reading →






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Suggestions on Giving Responsibly in Tough Times

Posted on November 29, 2010 by Roger Billings

The holidays are traditionally a season of charitable giving, and, despite the economic tough times, that does not appear to have changed.  The Red Cross published a survey showing that 57% of Americans still plan to give between this Thanksgiving … Continue reading →






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