Check your Documents

Anytime I execute new estate planning documents with clients I remind them to check the documents every year at the start of the New Year to be sure that they still meet their needs. There are additions to families, subtractions, job changes and life changes that often necessitate new beneficiaries, executors and trustees. I give […]

Have you planned for you Digital Assets?

Have you planned for you Digital Assets? Many New Year resolutions involve completion of estate planning documents. I have previously written about the importance of such documents so I will not reiterate here other than to say if you do not have them, why are you waiting? For those who do have estate planning documents […]

10 Ways the Elderly Can Avoid Financial Abuse

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse.  Here are some steps seniors or their loved ones can take to prevent financial abuse.

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