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Protecting your children’s future

March 31st, 2022 (No Comments)

A premature passing of a parent is a traumatic event that can affect a child for their entire life. While nothing will ever replace the parent, by creating a unique estate plan, you can ease this transition if you pass prematurely. If you have minor children, one of the most important documents you can execute […]

Talk to the Bank When a Loved One Passes Away

March 9th, 2022 (No Comments)

If a loved one passes away, before you go to the Clerk of Court, you should first contact the bank where your loved one had accounts or loans. This becomes especially important if they have auto-draft payments or a mortgage on property. Freeze the Account: In today’s automated world, most bills are set up with […]

The Best Estate Planning Article Ever Written…

March 7th, 2022 (No Comments)

    I have to admit, I have written lots of estate planning articles. Some are better than others. But… This is by far my best estate planning article. I could wow you with legalese. I could tout my degrees and my accolades. However, the best estate planning decision you will ever make is to […]

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