Make That New Year's Resolution - You Need an Estate Plan!
Well, it’s here! The new year is upon us. Yes, it is now 2019 and if you are like most Americans you are thinking about your...
Downsizing, Organizing, Handicap Remodeling, Relocating and Financial Planning
When Bill and Mary bought their family home thirty years ago, their plan was to live through retirement in this home. They had furnished...
A Checklist of Tasks to Complete Following the Death of a Loved One
We occasionally get calls from family members or others involved in handling the affairs of the recently deceased. They ask us what they...
