Organizing and Keeping Files

Many of our clients come into the office toting grocery bags, cardboard boxes or backpacks filled with about fifty years of paperwork. As time goes by and our financial situations change, the amount of paperwork we must keep grows exponentially. That said, by the time…

It's Time to Write Your Will

Get yourself a will because dying without one, “intestate,” is a drag for everyone. Not everyone has a will – even Prince died without one.  Imagine, all that money and one of the greatest performers didn’t spend a little of it on sorting out his estate.…

Peace After Death

    A clear goal in your estate planning should be peace after death. Being flexible and thoughtful in your estate planning can help avoid family feuds over your possessions – their inheritance. Who gets the pink tablecloth? The latest indications are that your heirs…

Top 4 Myths about POAs

We highly recommend that individuals complete a Durable Power of Attorney for Financial Matters (or a POA for short). This important document is priceless in the unfortunate event of incapacity and is relatively painless to put in place. Despite its usefulness, many are still wary…