A Commitment
to Each Client.
For a long time, people trying to leave behind a specific estate plan would hand-write their wishes for their legacies. Doing so ensured that people could validate their wishes by verifying their handwriting. The use of witnesses and notaries has diminished the...
Some adults create their estate plan and then forget about it. While it’s acceptable to not dwell on it daily, you should plan to review it periodically so you can ensure that it’s all accurate. Ideally, you’ll do this every couple years. You must also review the...
Older adults who experience dementia will have a difficult time managing their own lives. They may depend on family members or professional caregivers to provide for their daily needs and to handle their finances. Once a professional takes over or your loved one is...
