Providing peace of mind through skilled guidance, compassion & simplicity

Will I Get A Bill as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

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The Most Common Myths about COVID Vaccine

The first vaccine to fight COVID-19 has been authorized for emergency use by the federal government — a move that could slow the spread of coronavirus and help bring an end to the pandemic — and another candidate is right behind it in the process.

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Can I Revoke a Power of Attorney?

Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.

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Avoid These Mistakes with Your Estate Plan

Financial planning is an important part of life. Estate planning is one key aspect of planning for the future. It can feel daunting to take on the task, but once it’s done and your future is organized, it usually feels a lot better.

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Can I Add Real Estate Investments in My Will?

All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.

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