Aug 30, 2023 | Estate Planning, Wills
5 Reasons You Need a Will or Trust | A Few Of Them Surprising What happens to our assets after we pass away? While the conversation may be uncomfortable, the reality is that without a proper estate plan in place, you leave behind a host of legal complications that...
Jul 31, 2023 | Estate Planning
Powerful Tools To Bring Peace of Mind and Safeguard Your Legacy. As we journey through life, we strive to build a legacy, create cherished memories, and provide for our loved ones. However, contemplating the inevitability of aging and mortality can be daunting....
Jun 30, 2023 | Exploitation
The Financial Exploitation Problem One in five people over the age of 70 have fallen victim to scams in the last year. If the scammer is a stranger, the average amount of loss is $17,500. The financial exploitation of the elderly is a distressing issue that demands...
May 7, 2023 | Estate Planning, Exploitation
Start With Expecting and Protecting Yourself Against Scams. We’ve had 2 cases come to our office in the last 3 months, each a victim of a scam. The first was a woman who gave $2 million to a scammer and the second was a gentleman who gave $7 million to a...
Aug 24, 2020 | Uncategorized
Questions To Answer “Wills Or Trusts?” To make the right choice, there are some very important questions and discussions that need to happen to make the right decision. Questions We Ask To Determine If You Should Do A Will Or Trust: Is this a second...