Our previous two posts shared some of the risks associated with making seemingly small “do it yourself” changes to an…
‘Tis the season, for lists! So, here are four things we’re calling the “do’s” of estate planning: (1) Have Powers…
As you may know, a financial power of attorney is very important because it allows a person you appoint — called…
As we approach the 4th of July and are thinking about the celebration of the Declaration of Independence, we would…
Here are five hopefully helpful hints or best practices that relate to estate planning: Create an estate plan while you…
As 2020 unfolds we also look back and pause to reflect on 2019. In so doing, we are extremely grateful…