Grab a cup of coffee and join us for one of our renowned Estate Planning or Estate Settlement Seminars. Prepare to benefit from our years of experience as we discuss topics that will assist you in developing your own Estate Plan, or in settling a loved one’s estate.
Wills
Trusts
Episode Video Episode Podcast Contrary to what you might hear at a free, no obligation dinner discussing investments, not everyone needs a Living Trust. Listen while Tom discusses 6 occasions when you should consider a Living Trust as part of your estate plan.
Power of Attorney
Over the 6 episodes beginning January 23 I am discussing how to avoid the six most common estate planning mistakes. In today’s episode, I talk about the importance of using a Durable Power of Attorney and a Health Care Power of Attorney to plan for … Read more