Do You Need To Update EP

You may have a will, financial and health care powers of attorney and also maybe a trust. You may be wondering how often your estate planning documents should be updated. Or you may question whether your existing estate planning documents …

Read More

Planning for Unexpected Events

You may think of estate planning as death planning, but it is much more than that. Estate planning includes lifetime planning. The first component of estate planning is: I want to control my property while I am alive and well. …

Read More

Beware of Financial Scams

You get an official looking letter that says that you have won the $50,000 sweepstakes. There may even be a realistic check from a real company and drawn on a real bank. There is a catch. Before you can claim …

Read More

Making a Graceful Exit

When we come in to this world, we come in with nothing, not even clothes on our backs. However, when we leave this world, we usually have a lot more stuff. If you are like 70% of Americans, you have …

Read More