Referral Program

A Guide to Online Notaries

Through the wonderful magic of technology, you no longer have to physically be with someone to officially notarize a document. However, you may have many questions regarding how this works and what you would have to do.  What is a Notary, and When Do You Need One? To begin with, what is a notary, and […]

POD and TOD Account Disadvantages

Power of Attorney document

What are POD and TODs? They are an increasingly popular method of providing for the distribution of financial accounts at your death. They are helpful in certain situations; however, there are critical limitations and risks associated with using them.

Know Your Health Care Rights

We have all experienced the health care system. Honestly, can you say you are looking forward to your next experience? Part of it is the uncertainty of what we will find out. However, most of our anxiety and frustration is about the feeling we are not in control. Well, you can be, and you have the right to be in total control of your health and your care.

6 Estate Planning Myths

Estate planning form

We are all guilty of putting something off to a later date. And if there is one thing that is very high on that list, it is taking care of our estate planning. Often, we just don’t want to think about our death and most of our lives; we don’t consider our mortality. But none […]

Your Fall Planning Checklist

There are certain times of the year and certain times in your life when you should take a step back and organize. Under ordinary circumstances, fall is one of those times.

Steps to Take After the Death of a Family Member

Death can preoccupy us during the COVID-19 crisis. There can be some good in that if we finally take care of our estate plan. Having a current estate plan makes all the difference for our family when the time comes. And when we do what is necessary, we can get on with the business of […]

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