Posts tagged initial planning interview
Capturing the Stories of Aging Loved Ones: The Power of a Planning Session

May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have done for us. Whether they are our parents, grandparents, or elderly friends, our seniors have given us so much over the years. While no one can predict how many more years we’ll have with our elderly loved ones, there is an easy way to capture their stories, wisdom, and love for future generations. Read more …

Read More