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Blog Posts in 2016

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  • Where Should I Store Estate Plan Documents?
    Where Should I Store Estate Plan Documents?

    Clients often ask where original estate planning documents – Wills, Trusts, Powers of Attorney, and Healthcare Directives – should be stored for safekeeping. While there is no right or wrong answer to ...

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  • National Estate Planning Awareness Week
    National Estate Planning Awareness Week

    Get Ready: 2015 National Estate Planning Awareness Week Begins on October 19 In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and ...

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  • What Documents Do You Need to Find After a Loved One Dies?
    What Documents Do You Need to Find After a Loved One Dies?

    After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and ...

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  • What You Need to Know About Estate Planning
    What You Need to Know About Estate Planning

    A recent US News and World Report blog succinctly states What you Need to Know About Estate Planning (online at ...

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