Tag: last will and testament

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 […]

Have Your Beneficiaries Been Reviewed Lately?

There are various reasons why your listed beneficiaries might not fit your current intentions. It can also prove costly because of circumstances beyond your control.

Living Trust Timely Updates to Act Now

The Fall Season is traditionally when clients finally take care of their Living Trust and estate plan. There isn’t anyone who hasn’t thought of taking care of this critical business. But there always seems to be something more important to do. Hopefully, this update gives you some valuable information and an incentive.

6 Estate Planning Myths

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 […]

How Zoom Helps You Take Care of What’s Important

There is good that comes from every challenging situation. Often, we have to let go of our resistance and take advantage of new opportunities. Most noteworthy, Zoom meetings are one of those opportunities.

COVID19 Living Trust for Your Peace of Mind

Notice: In consideration of their front line work every day during this crisis, we are offering free Health Care and Financial Power of Attorney Documents to all Health Care Workers and First Responders. A complete Living Trust estate plan is offered for a 50% fee reduction. We can set up a remote signing in the comfort and safety of home.

The Truth About Probate and Why You Should Avoid It.

Probate: What it is. Why you should avoid it. Probate is the process of administering the estate of someone who has died or become incapacitated. It exists because no one can legally sign your name, even your spouse. According to the AARP, over $2 billion dollars is spent on Probate-related expenses, an average of 2-7% […]