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Articles by: Barbara E. Friesner

7th (Non-Financial) Secret to Saving the Family Fortune

Many people ask me when they should start talking with their aging loved ones about what they want for the future – where they want to live, what they want their prized possessions to go – that sort of thing. I\’ve heard people say the general rule of thumb is “40/60”. In other words, when […]

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6th (Non-Financial) Secret to Saving the Family Fortune

If preserving your loved one’s dignity as well as their estate is part of the family fortune you and your family care about saving; If their health and protecting their right to make health care decisions is important; If preserving their lifestyle in the face of a crisis is important; If avoiding airing their “dirty […]

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5th (Non-Financial) Secret to Saving the Family Fortune

How often have you heard about siblings who aren\’t speaking because of some minor dispute that happened years ago? Maybe you know of siblings who were getting along just fine until they started talking about family issues and now they aren\’t speaking. Or maybe a conversation brought up old baggage. When we have strong emotions […]

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4th (NON-FINANCIAL) TIP TO SAVING THE FAMILY FORTUNE

One of my favorite television shows is “Cash in the Attic”. On the show, an antiques expert goes to people\’s houses and searches for treasures and then takes them to auction for them. A lot of the stuff is from garage sales and flea markets, others are actual antiques – inherited pieces. Sadly, many times […]

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3rd (NON-FINANCIAL)
TIP TO SAVING
THE FAMILY FORTUNE

As you gathered at Mom & Dad\’s house over the holidays, did you happen to notice items that you would like to have such as ornaments, holiday dishes or silver? (Oh come on . . . I\’ll bet you did!) And even if you didn\’t, I can assure you at least one of your siblings […]

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Is It Time To Be Concerned?

Singing Christmas carols, lighting Hanukkah candles, roasting chestnuts by a roaring fire – things most of us will be doing in the next few weeks. This is also the time of year when we see parents and other aging loved ones that we may not see the rest of the year. You may be surprised […]

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2nd (Non-Financial) Tip to Saving the Family Fortune

In last month’s article, “7 (Non-Financial) Tips to Saving the Family Fortune” we looked at what family fortune means to you and your family. Understanding this is important because when families get involved with caregiving and difficult decisions need to be made, all kinds of sibling issues can come up from who should bear the […]

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7 (Non-Financial) Tips to Saving the Family Fortune

How do you define “family fortune”? Most people say money but that\’s not the only thing you\’re “rich” in. “Family fortune” can mean anything from collections such as spoons and stamps to photographs, written material (bible, poems, diaries, letters), documents or records (marriage certificates, awards, military discharge papers), handmade items (quilts, needlework), antiques/art, jewelry, even […]

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BACK TO SCHOOL SPECIAL

September . . . the start of a new year! Sure, I know people think January 1st is the start of the new year but September and a new school year always marked a fresh new beginning for me. I loved going back to school . . . . Seeing old friends; meeting new ones; […]

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Emergency Planning For the Elderly with Pets

As I said last month, emergency evacuations are devastating and traumatic under any circumstances. This is especially true for the elderly – especially the elderly with pets. Last month I wrote about planning for major emergencies such as 9/11, Katrina, wild fires, floods, or tornado\’s. This month I\’m going to cover a far more likely […]

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