RESOURCES


Below are some relevant resources, articles and information.

08

Aug 2017

0

What is an Estate Plan and why do I need one?

An Estate Plan is a set of documents that are designed to avoid probate, save on estate taxes, protect assets, and appoint someone to act for you if you become unable to do so. At a minimum, an Estate Plan should include an Advanced Health Care Directive,

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08

Aug 2017

0

What is a fiduciary and who needs one?

Generally speaking, a fiduciary is a person who assumes responsibility for a position of trust. More specifically, a Professional Fiduciary manages a client's personal affairs,

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08

Aug 2017

0

With baby boomers aging, the number of orphaned seniors is increasing exponentially.

Two years ago, Science Daily reported nearly one-quarter of Americans over age 65 are currently or at risk to become “elder orphans,” seniors who do not have children.

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