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When it comes to your health and affairs, it’s crucial to have a plan in place and to identify people who can step into your
The Best-laid Plans – Funding Your TrustBy Merrell Bailey Please learn from our clients’ hard-earned wisdom. Periodically check the title on your accounts and assets
If you’re like many people, you may not have your estate planning documents in order yet. Last week, I was interviewed for an article Super
If the stork is on his way, add estate planning to your list of things to do as expectant parents. It may not be as
What happens when a young adult inherits a sum of money, but money was not a topic of discussion in her family? If her parents
It can be overwhelming when a loved one passes away. The following steps are written as a guide for the next of kin or personal
The kerfuffle about Facebook using and sharing our data is one reason why we have a national – and international – Data Privacy Day. Last
What happens without a will or trust for your pets, or plans for them? I was on vacation a little while ago when I received
When I use the word “trust” in a consultation, people often quickly tell me that they don’t have enough money or assets to require a