Estate Planning
How Can I Ease the Burden on My Family in Funeral Planning?
Lifting the burden now, will ensure your last wishes are carried out at the right price.
July 19, 2019
Blog Articles
Asset Protection
Is My Irrevocable Trust Revocable?
Irrevocable trusts appear, by definition, to be unchangeable and inflexible. But are they?
July 18, 2019
Estate Planning
Why We All Need to Have an Estate Plan
If your family, especially your children, are still heavily dependent on you, you can still provide for them through proper estate planning, even if you are no longer present.
July 17, 2019
Durable Power of Attorney
How To Avoid Senior Financial Abuse
After decades of financial independence, many adults cannot imagine a future in which they can no longer perform daily financial tasks without help.
July 16, 2019
Estate Planning
How to Get Your Ducks in a Row for the Sake of Your Surviving Loved Ones
Families can get ripped apart permanently, because of problems with a close relative’s estate. Many problems are avoidable, by taking a few easy steps.
July 15, 2019
Elder Financial Abuse
Don’t Lose Your Life Savings to Identity Theft: Identity Thieves Target Seniors
Despite strong efforts by scammers, it is still possible to stay safe.
July 12, 2019
Asset Protection
Top Four Facts to Know about Estate Planning
Estate planning involves planning for how an individual’s assets will be preserved and managed.
July 11, 2019
Advance Healthcare Directives
Why You Need a Last Will and Testament
Of all the documents we discuss with, and prepare for our clients, the Last Will & Testament, or will, is the best known and understood.
July 10, 2019
Asset Protection
What Should I Look for in a Trustee?
Do not put off finalizing and signing your estate planning documents, just because you have reached an impasse on who to name as trustee.
July 9, 2019
Durable Power of Attorney
What’s the Importance of Having a Financial Power of Attorney?
Imagine that tomorrow you suddenly become severely ill or incapacitated. Who would take care of your finances? How would they do it? If you don’t have a durable power of attorney, others, including your spouse, may not be able to conduct all your financial affairs on your behalf.
July 8, 2019
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