Is Your Financial Information in Order?

Preparing and organizing your financial information will bring peace of mind to you today and relieve your loved ones’ burden in the future. The goal is to make and maintain an accurate list of accounts and passwords and relevant contact names at financial institutions. Whether you are a parent, near retirement, or both, informational instructions […]

The Hazards of Do-it-Yourself Estate Planning

Many websites offer customized, do-it-yourself wills and other estate planning documents.  Although such products are seemingly convenient, using them could create serious and expensive legal problems for heirs. These digital services appear to offer a cost-effective and easy alternative to visiting an estate planning or elder law attorney. But is online estate planning worth the convenience […]