A little more transparency can enhance relationships

A little more transparency can enhance relationships

Liam, now a retired medic, lived and worked in North Carolina for most of his adult life. He got a call from his financial planner one day. His planner told him it was time to be transparent about his estate. When I spoke to Liam recently, he stated that the meeting proved to enhance already good relationships with some family, and teased out any underlying tension with others. Think about your approach to family today.

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Consider adding terms and conditions to your will

Consider adding terms and conditions to your will

Passing wealth on to the next generation is a cornerstone of our society, yet it has the potential to go badly wrong. We need to radically change our attitudes to inheritance. In a nutshell, we need to outline out intentions before it’s too late.

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Three questions to ask yourself when thinking about retirement

Three questions to ask yourself when thinking about retirement

A sound financial plan for retirement can’t be designed unless you have a clear view of what retirement is going to look like. Most of us are clear on what we are retiring from, but do we know what we are retiring to? I have three questions for you this week.

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Seven tips from the experts on writing a will

Seven tips from the experts on writing a will

This blog draws on the panel discussion I hosted a couple of weeks ago at McAuley Place – Managing Your Affairs in Sickness and in Health. My panel included solicitor Sharon Cahir and Rebecca Lloyd, Public Engagement Officer with the Irish Hospice Foundation (IHF). They had some really useful insights into making a will – both the why and the how. Don’t wait for the family gathering Don’t wait until all your children are together to have the conversation. In solicitor Sharon Cahir’s experience, getting everyone together for a ‘nice…

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In search of security

In search of security

Is there any sense occupying a family home which is now surplus to requirements? Nobody is ever obliged to sell, but there are a few benefits. However, what impact will this have on the extended family if that’s the decision you ultimately make?

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You’re invited!

You’re invited!

Due to overwhelming demand, I am hosting an interactive panel discussion next Thursday night on succession planning – and you’re invited! You’ll find details of the lineup below. I hope to see you there.

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Making your intentions known leads to a harmonious family life

Making your intentions known leads to a harmonious family life

The biggest barrier to putting a long term plan in place is down to its execution. But remember, you reserve the right to change that plan at any point in the future.

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The kick up the backside I needed

The kick up the backside I needed

One of my clients was telling me this week that the following post resonated with her at the time of writing (May 2017). Because of that, I decide to rerun it today. I’d love to hear your thoughts. Drop me an email and let me know.

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Would you move in with your elderly parents? It may just be the home of the future.

Would you move in with your elderly parents? It may just be the home of the future.

The inspiration for this week’s topic comes from Mary Condell from Sage Advocacy, one of my guests at the information evening I hosted on the Fair Deal Scheme and enduring power of attorney last Thursday week. She kicked off by asking which one of us doesn’t want to keep on living in our own home. What would your answer be?

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It’s time to consider downsizing

It’s time to consider downsizing

A 2016 ESRI report named Ireland the ‘empty-nest’ capital of Europe, highlighting the fact that Ireland has more people living in homes that are too large for their needs than any other country in Europe. As your kids fly the nest, you might be starting to recognise that feeling. Maybe it’s time to free up some cash for retirement.

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