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The "Magic" Answer

            Her son called me to ask for help.  He and his brother were at the end of their rope with desperation at how to deal with their mother's situation.  She was a 95 year young widow.  She and her husband had done planning with me in the past.  He said that surely I would have the magic answer for their situation.  They needed a lifeline to be thrown to them.  He and his Mom gave me permission to write about this.

 

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elder care, estate planning, financial help, protection, senior care

Abe Lemons was a Funny Man

Abe Lemons was a funny man.  A basketball coach and humorist, I had the honor of meeting Coach Lemons when I worked on the Boys AAU National Basketball Tournament several years ago in Oklahoma City.  Shortly before his death I spent time with him and was captivated by his wit and perspective as his body slowly succumbed to Parkinson’s disease.  He was kind enough to tell, re-tell, and confirm many of the events of his life, career, and the circumstances of many of his “famous” quotes.  I believe he was a modern day Will Rogers.

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forgiveness, integrity, necessity for planning, stability

The Wake Up Call

I got the call yesterday morning.  One of my longtime (14 years) clients is apparently in the last throes of her life.  She will turn 101 next month.  We knew this day was coming, as it does for all of us.  My thoughts immediately recalled the initial meeting, and subsequent times we talked.  Fond memories.  Her surprise 90th birthday - she was surprised by the reception and that I would travel such a distance to observe it.  Then, when she turned 100 last September, I traveled 6+ hours to her 100 reception.  She was surprised, met me at the door, and insisted I sit with her and hold her hand the hours I was there.

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care, compassion, estate planning, goals, Planning, prepared

Who is in Charge Here?

Several months ago I had a visit with an aging mother (85 YO, I will call her Rita) and two of her five children.  We had a robust, full discussion of her life and desires for when she passed.  At one point we excused the two daughters so I could speak frankly to her.  What followed was an interesting dialogue that has happened many times before.  Rita trusted her daughter's intentions, but she did not trust them fully.  She revealed that she desperately wanted to believe that they had her best interest at heart, but she wasn't quite sure that she had ultimate

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