Ensure Your Documentation is Up to Date Before You Need It

Ensure Your Documentation is Up to Date Before You Need It

Refusal of Older Documentation A client called last Friday from the lobby of a bank in a bit of a panic. His mother had a mild stroke a month or so earlier. She was staying at a rehabilitation facility. The facility was locked down due to COVID 19, no visitors, no...

Appoint Your Medical Agent While You’re Healthy

Complete Versatility A Healthcare Proxy is probably the most important legal document a person can have. If you have ever gone to the hospital with a serious condition you may have signed one and not even known it. The Healthcare Proxy is the document that appoints a...

Importance of Funding Your Trust During Times of Crisis

No Need for Probate Court Modern estate planning relies on a simple trust rather than a last will and testament. Our clients who have established a trust are well aware that funding the trust is critical. Funding the trust means that the trust becomes the owner of...