Tag Archives: trust

Is It Really a Free Dinner???

Have you received the mailings or seen the notices in your local newspaper or periodical?  Free Lunch Seminar on the Critical Elements of Estate Planning.  Free Dinner (at a fancy restaurant) on what you need to know to maximize your … Continue reading

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Have You Protected Your Digital Assets?

Digital assets are fast becoming one of the most valuable parts of many people’s estates.  The following column alerts us to ideas for protecting those assets when we die. Don’t leave grieving relatives searching for your passwords: Here’s how to … Continue reading

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Avoiding Lost Documents

I frequently hear from clients who inquire about probating their family member’s estate that they cannot locate important documents of the deceased family member even though they know the documents existed.  So, what can you do to avoid this situation … Continue reading

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Is Your Will Up-To-Date?

Preparing a will is one of the best ways to be certain that upon your death your property will be distributed according to your wishes. What many people don’t realize, however, is that keeping your will up to date is … Continue reading

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Seven Reasons Why Everyone Should Have a Will

Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death.  As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading

Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills | Tagged , , , , , , , , | Comments Off