The Financial Valet, Incorporated

Handling your personal finances easily

TFV Incorporated specializes in working with a client's own professional advisors --  be it for investments, legal, accounting, etc. -- as we support the relationships a client trusts in and is already utilizing.   (However, we also maintain a list of professionals should a referral be requested.) 

During the course of our client relationships, we like to ensure that the individuals we work for, have all their appropriate estate documents in order.  Such estate documentation may include wills, trusts, and powers of attorney but should also have completed living wills, and DNR (Do Not Resuscitate) orders.  JAMA (Journal of the American Medical Association) had an interesting perspective on end-of-life-care, written by Rebecca L. Sudore, M.D., and edited by Roxanne K. Young, titled:  "Can We Agree to Disagree?"   I wanted to include it as food for thought about these sensitive, important issues. 

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