Timely Topics and Discussion
Many clients think estate planning is a "daunting undertaking," is only for the rich and costs a lot of money. However, none of these are necessarily true! Roughly 26% of adult children would rather deal with their parents' estate after they pass than talk about finances when they are still living. Do your loved ones a favor and spend the money now to make their life easier after you pass.
Power of Attorney
What is a Power of Attorney and how can you benefit from having one?
There are so many delicious recipes to enjoy this fall. Check out some of these dishes that will make you feel cozy and warm.
Wills vs. Trusts
What option is best for YOU? Learn more about the difference between Wills and Trusts here:
Do you love to read? Have you always wanted to discuss your favorite book with some cool people? Check out Oprah’s article regarding how to start your own book club! https://www.oprahdaily.com/entertainment/a27569720/how-to-start-a-book-club/
Alzheimers and Estate Planning
“In the end, prior planning is the best way to protect your parent and their assets in the event of a devastating diagnosis.”
Power of Attorney - Need to Know
What does it mean when you have a Power of Attorney? This is just one document that is important to have as part of your estate planning. Learn more about Power of Attorneys here: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/
Did you know June 26 is Forgiveness Day? Post your favorite quote, story, photos, music! #ForgivenessDay.
By the way, there is also a Global Forgiveness Day on July 7.
Learn more about how to coordinate your will, your trust, and your beneficiary designations