Tag: estate planning

estate planning

Where to keep your Estate Plan?

 Where should you keep estate-planning documents prepared by your attorney?  Where should people expect to find your living trust, will, durable power of attorney and advance health care directive? You want to be sure that those documents stay safe and can be easily found when your family needs to find them. For those of you more »

Leaving a legacy in your ethical will

Leaving a legacy in your ethical will

My profession is estate planning. Clients come to me for help on how to preserve their life’s accumulations of wealth and how to pass it on to their loved ones. What I do for a grandfather and grandmother through legal documents will hopefully convey through transfer of financial assets, a lasting memory of their love more »