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Estate planning may sound like the domain of the very wealthy, however, in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well as jointly owned bank accounts, stocks and bonds, retirem...

It is essential that as your parents’ age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to the security of their financial future. The conversat...

Now especially, it is crucial to be prepared if you or someone in your family gets so sick they can’t make decisions about health care or finances. Banks, insurance companies, and medical providers will not listen to what another person says about what you need, not without up-to-date legal docume...

As everyone now knows, keeping physical distance between us is crucial to avoid the spread of the coronavirus. Call or email us NOW to find out how we can help you complete your estate plan without taking a single step outside the safety of your home.   Formerly, most states required that important...

There has been an explosion in the numbers of Americans rushing to make their will online. Understandably, the coronavirus pandemic has created the scramble to set up wills and end-of-life-directives. However, online do it yourself (DIY) wills are often deemed invalid as they do not comply with all ...