Your Fall “Legal Affairs” Checklist

Your Fall “Legal Affairs” Checklist With the fall season approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not [...]

By | 2018-09-21T19:37:40+00:00 September 21st, 2018|Estate Planning|0 Comments

5 Tips for Successfully Receiving an Inheritance

If you recently received an inheritance, or are expecting to receive one in the near future, it has likely triggered mixed emotions in you. You have lost a loved one and also experienced monetary gain. Studies show that a third of Americans who received an inheritance completely spent it within two years of receipt. Below [...]

By | 2018-09-14T18:04:15+00:00 September 14th, 2018|Estate Planning|0 Comments

Do your parents have an estate plan?

If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter [...]

By | 2018-09-07T19:40:05+00:00 September 7th, 2018|Estate Planning|0 Comments