Features and Benefits



  • Gives authoritative yet practical answers in plain English

  • Based on many years’ experience with real families 

  • Addresses the questions that worry our clients most

  • Respects different values and personalities

  • Easy-to-read Q&A format

  • Arranged so you can read only the parts that are important to you

  • Blog for questions, comments, and replies

  • Can lead to more constructive communication among family members

  • Can relieve anxiety in aging parents and their adult children and caregivers

  • Can advance understanding of legal and financial issues

  • Can reduce family stress and conflict, promote family harmony and peace

  • Can make for more productive (and less expensive) meetings with advisors