Below is a link to an interesting read about celebrities who died without an estate plan. No matter how much money you have or don’t have, make sure you have a plan! Probate can bring about a lot of … [Read more...]
Keep your Estate Planning Documents and Other Important Legal Documents In a Safe Place.
After signing the estate planning documents, our clients are given their original signed documents and copies of their documents in a red Estate Planning Portfolio. Mary Falk, the principal of the … [Read more...]
How Will You Obtain the Long-Term Care You Need?
Planning for your long-term care is important. Seven in ten of us will need long-term care at some point in our lives. How should you plan ahead for your long-term care needs? The following article … [Read more...]
Handwritten changes on your Will or Living Trust
It is never a good idea to make handwritten changes to your Will or Living Trust. The major reason for this is because while you think your notes are clear, they may actually cause confusion or even … [Read more...]